Ask Value Research

Switch for Stability

A larger allocation to UTI Equity, instead of IDFC Premier Equity can make your portfolio more stable…

I am investing 50 per cent of my portfolio in HDFC Equity, 25 per cent in IDFC Premier Equity, 15 per cent in UTI Equity and the remaining 10 per cent in SBI Magnum Emerging Businesses. I want your opinion on my portfolio.
— Sagar

You’ve built your portfolio of funds in an efficient, proportionate way, prioritizing your investments well. The one change that you can make is switch the investment percentage between UTI Equity and IDFC Premier Equity. A larger allocation to UTI Equity will make your portfolio safer on a risk-adjusted scale.

This article was originally published on December 13, 2012.

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