I invested Rs 2,000 through monthly SIPs in DSPBR Equity, DSPBR Microcap, ICICI Pru Infrastructure, Reliance Equity Opportunity, Sundaram Select Midcap and IDFC Premier Equity; Rs 3,000 in HDFC Top 200 and Rs 5,000 in ICICI Pru Focused Bluechip Equity Ret fund. Is the portfolio well diversified? Do I need to make any changes to the holdings? —Ajay Negi
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You can reduce the number of funds to around six. Have just one scheme from one fund house. Though all funds are well rated, the portfolio is high on the risk quotient with 60 per cent of the investments going into mid- and small-cap, multi-cap and infrastructure funds, which typically form the satellite component of a well diversified portfolio.
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This article was originally published on August 30, 2011.
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