Ask Value Research

Adequate Diversification

These 3 funds can give you adequate diversification. Find out if you should add a large-cap fund or not…

I am investing in 3 funds – HDFC Equity, UTI Equity and IDFC Premier Equity. Should I add Canara Robeco Equity Diversified or a large-cap fund like Franklin India Bluechip to my portfolio?
Jitendra

By virtue of the funds you're already holding, your portfolio is already reasonably diversified. You should consider adding a large-cap fund only if you think you should make your portfolio a little more conservative. If you really want that, Franklin India Bluechip would be a good addition. However, assuming that your investments are equally distributed among your existing 3 funds, you would already have reasonable exposure to large-cap stocks.

This article was originally published on July 24, 2012.

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