Ask Value Research

Dis-investment Plans

Have a dis-investment plan in place to move your money from equity to debt as you near your goals…

Which fund would you recommend between Birla Sun Life Dividend Yield and HDFC Prudence? I want to invest in either one of them after redeeming my investments in Reliance Growth. I also have investments in ICICI Prudential Focused Bluechip, HDFC Top 200 and HDFC Equity. I have 7 years left to my retirement.
-Rajesh

Birla Sun Life Dividend Yield would be a good investment vehicle for a period of 7 years. It would play a good supporting role to the funds that you already have. We would also suggest that you have a regular dis-investment plan in place, so that you can move your money from equity to debt as you near your retirement.

This article was originally published on March 21, 2012.

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