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I am invested in UTI Master Value, HDFC Top 200, BSL Frontline Equity, BSL Dividend Yield Plus and Reliance Equity Opportunities through SIPs. Is it a good portfolio? I have additional Rs 2,000 to invest every month, in which fund can I invest this?
- Ambivert



Schemes  Category  Rating  3-yrs ret (%)  5-yrs ret (%)
BSL Dividend Yield Plus Mid & Small Cap **** 28.41 19.31
BSL Frontline Equity Large & Mid Cap **** 18.7 18.66
HDFC Top 200 Large & Mid Cap ***** 22.5 19.84
Reliance Equity Opportunities Multi Cap **** 25.37 17.59
UTI Master Value Mid & Small Cap **** 22.41 16.55
Returns as on June 30, 2011 Ratings as on May 31, 2011

Your portfolio is made of good funds that have a proven track record and performance history. It is also well diversified and growth-oriented. All you need to do is invest regularly in these funds and track their performance at least once a year to incorporate any changes if necessary. As for the additional Rs 2,000 you can increase your investments in the current set of funds that you are investing in rather than looking for a new fund to invest in.



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