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Review Periodically

Mutual fund performances depend on various factors, making it important for investors to review periodically

I am investing Rs 5,000 each month in ICICI Prudential Dynamic and HDFC Equity. Is this investment right for the next five years? I want to add one more fund to my portfolio, is HDFC Prudence right to add?


Investments in mutual funds are dynamic, which means their performance depends on economic, market and other factors. A fund may not always remain the best performer, which is why we insist on periodic review of mutual fund investments to make any necessary changes to the funds if they start to lose on performance. Both the funds that you are investing in currently are good and you can continue to invest in them as long as you review them and assess their performance. As for adding HDFC Prudence, a balanced fund to your portfolio; you can consider adding it for a less aggressive portfolio.

Scheme   Category  Rating  3-yr ret (%)  5-yr ret(%)
HDFC Equity Multi cap ***** 15.59 14.02
ICICI Prudential Dynamic Large & Mid Cap **** 10.03 12.36
Returns as on 29th Aug 2011
Rating as on 31st July 2011

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