I have been investing Rs 2,000 each in IDFC Premier Equity and Franklin India Blue Chip. I have also been investing Rs 1,000 each in BSL Frontline Equity and Reliance Equity Opportunities. I have chosen growth option for all the funds. My investment horizon is at least 10 years. Please advise me if my portfolio has the right mix.
- Abhishek Sapra
Your portfolio of four funds is made of highly-rated funds with a large-cap growth orientation. The equity allocation of the portfolio is 87 per cent with investments in 192 stocks, which provides for good diversification. The top 3 sectors - Financial, Technology and Energy account for 42 per cent allocation, with the top 5 stocks accounting for 23 per cent exposure, constituting ICICI Bank, SBI, Infosys, Bharti Airtel and HDFC Bank. Over a 10-year period, the growth option is welcome and will do good to build wealth. You have a well-diversified portfolio and should continue to invest in these funds with an annual review to ascertain the progress made by these investments towards your financial goals.
This article was originally published on September 19, 2012.
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