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Replacing Funds

Understand fund performances correctly & replace mediocre funds with better ones in their category…

I have investments in 8 funds – HDFC Top 200, HDFC Equity, Sundaram Select Midcap, DSP BlackRock Equity, Reliance Diversified Power Sector, Reliance Growth, Birla Sun Life Frontline Equity and Birla Sun Life Midcap. Will it be wise to replace Reliance Diversified Power Sector, Reliance Growth, Birla Sun Life Frontline Equity and Birla Sun Life Midcap with Quantum Longterm Equity, IDFC Premier Equity and Canara Robeco Equity Diversified ? Please also suggest some other changes if required.
-Jitendra

You are trying to replace mediocre funds with relatively superior ones in their respective categories. You seem to have done your homework well. You can go ahead with the replacements.

This article was originally published on March 14, 2012.

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