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Surplus Investable

Add your surplus investable amount to your existing portfolio of well-performing funds…

I am currently investing Rs 15,000 in DSPBR Top 100 Equity, ICICI Prudential Focussed Bluechip, HDFC Top 200 and BSL Frontline Equity. I have surplus sums to invest, please suggest how to invest it?Sunil Kumar

Fund Scheme  Category  Rating  3-yrs ret (%)  5- yrs ret (%)
BSL Frontline Equity Large & Mid Cap **** 16.12 18.57
DSPBR Top 100 Equity Large Cap ***** 14.54 18.19
HDFC Top 200 Large & Mid Cap ***** 19.35 19.62
ICICI Prudential Focused Bluechip Large Cap ***** 20.48 NA
Return as on July 26, 2011, Rating as on June

You currently have investments in funds that fall in the ‘Equity: Large Cap’ and ‘Equity: Large & Mid Cap’ categories. We are assuming that the surplus sum you have is to be invested systematically every month. If that be the case, continue with your Systematic Investment Plan (SIP) in the four funds that you already own and add two more funds to your portfolio.
From the ‘Equity: Mid & Small Cap’ space consider either IDFC Premier Equity or BSL Dividend Yield Plus. From the ‘Equity: Multi Cap’ space, look at HDFC Equity or Quantum Long Term Equity.

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