Ask Value Research

Well-diversified Portfolio

You’ve built a good portfolio of 4 diversified funds. You should continue investing in it…

I am investing in HDFC Top 200 (for the past 3 years), DSP BlackRock Equity (for the past 2 years) and ICICI Prudential Focused Bluechip (for the past 1 year). I had been investing in SBI Magnum Contra for the past 4 years, but I have stopped recently. Please advise me about my funds.
-Pawan

You have a good portfolio of funds. The first three are very good funds. HDFC Top 200 has seen a dip in performance in the past 1 year, but it still has a compelling track record. Investors should stay invested in this fund even now. SBI Magnum Contra has had a rocky ride. It was a good fund to begin with, but didn’t do well in the past 3-4 years. However, its recent performance has been good. Hence, there is no need to tinker with your investments. You’ve built a good portfolio, continue investing in it.

This article was originally published on July 13, 2012.

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