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Long-term Investing

A portfolio of 3-4 well-performing funds is good enough for investors with a long-term outlook…

I have recently started monthly SIPs in HDFC Top 200, ICICI Prudential Focused Bluechip Equity and IDFC Premier Equity. I have a long term outlook of over ten years for my investments. I can add more funds to invest, please suggest what funds can I invest in?
- Sanjoy Ghosh

Fund Scheme  Category  Rating  3-yrs ret (%)  5-yrs ret (%)
HDFC Top 200 Large & Mid Cap ***** 29.84 11.02
ICICI Prudential Focused Bluechip Equity Large Cap ***** 32.59 NA
IDFC Premier Equity Mid & Small Cap ***** 38.08 18.94
Return as on December 05, 2011, Rating as on November, 2011

Your portfolio of three funds is well diversified and is made of good funds and you should continue investing in these funds regularly and evaluate the performance of these funds at least once a year to ascertain its progress towards your long-term financial goals. As for adding funds; you can consider adding a multi cap fund to start with such as Quantum Long Term Equity or HDFC Equity which are both highly rated with a proven track record and performance history to find place in your portfolio.



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