Ask Value Research

Navigating the Volatility

Sectoral funds are subject to cyclicality. Diversified funds can navigate the volatility much better…

I’ve an aggressive risk profile. I’ve selected the following funds for SIP investments: SBI Magnum Emerging Businesses, Reliance Pharma, IDFC Premier Equity and ICICI Prudential Discovery. Is this a reasonable choice? -Madhur Kalra

You’ve done an excellent job of picking the right funds. But we would suggest you to drop the sector fund – the Reliance Pharma fund. While pharma funds are doing well, and this fund in particularly has done really well, they are subject to cyclicality. Investing in diversified funds would be more prudent as they will be able to navigate through the volatility because their portfolios will not be constrained.

This article was originally published on June 14, 2012.

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