Aggressive Portfolio

I am 31 and want to invest `25,000 every month in mutual funds. I have an investment horizon of at least 10 years. Please suggest a portfolio of growth oriented funds with good track record and diversification.
— Sumeet Mahajan

We suggest an aggressive portfolio of six funds. The bond fund is to help you rebalance your portfolio. The gold fund is to give you an international exposure to gold mining stocks.

Assess their performance over time vis-à-vis their benchmark and category average. As you near your goal, shift the investments towards debt and lower equity.

Suggested portfolio Scheme    Category    Rating    SIP (Rs) AIG World Gold   International   Not Rated   2,500 BSL Dynamic Bond Retail   Debt: Income   ««««   2,500 DSPBR Micro Cap Regular   Eq: Mid & Small Cap   ««««   4,000 Fidelity Equity   Eq: Large & Mid Cap   ««««   6,000 HDFC Equity   Eq: Multi Cap   «««««   6,000 IDFC Premier Equity   Eq: Mid & Small Cap   «««««   4,000 Rating as on 31st July 2011

This article was originally published on August 29, 2011.