Good Mix of Funds | Value Research Sundaram SMILE will do well in a rising market. Your funds form a well-diversified portfolio, continue investing...
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Good Mix of Funds

Sundaram SMILE will do well in a rising market. Your funds form a well-diversified portfolio, continue investing...

I have been investing via SIPs in HDFC Top 200, Reliance Regular Savings Equity, Sundaram SMILE and DSP BlackRock Top 100 for the past 3 years. I have noticed that I have earned less than 10 per cent returns. Sundaram SMILE is the worst performing fund in my portfolio. Should I continue investing in it or not?
- Rajendra

Your portfolio hasn't generated high returns because the stock markets have been volatile in the past 3 years, not because you have invested in bad funds. The funds that you hold are well-performing investments avenues and they form a well diversified portfolio, across market capitalizations and investment styles. Sundaram SMILE invests in small-sized companies, which tend to fall more when the markets are volatile. But such a fund will do well in a rising market. Overall, you have built a good portfolio, continue investing in it regularly.



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