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| Topic: Hi, I am 38 yrs old and am saving for retirement and child education (15yrs from now). Can you please take a look at my current portfolio and comment on how I could restructure it to get 14% annual growth. I current maintain a monthly SIP of Rs 5000 each for HDFC Top 200, Kotak 30, DSPML Tiger, Magnum Contra, HDFC Prudence, FT Prima Plus. Should I change it? Also, I would like your opinion if I should move out of Reliance Vision and Franklin India Bluechip. Thank you very muchArun MUTUAL FUNDS and % holding 1 HDFC Equity-G 9.72 2 Franklin India Bluechip-G 8.02 3 HDFC Prudence-G 7.53 4 Magnum Contra-G 6.6 5 HDFC Top 200-G 5.81 6 Reliance Vision-G 5.64 7 HDFC HI Short-term-G 5.15 8 Templeton India MMA-DD 4.3 9 Franklin India Prima Plus-G 4.03 10 Birla Sun Life Mid Cap-G 2.77 11 Reliance Growth-G 2.77 12 UTI Services Industries-G 2.61 13 ICICI Pru Dynamic-G 1.87 14 DSPML T.I.G.E.R. Reg-G 1.67 15 HDFC Taxsaver-D 1.35 16 Kotak 30-G 1.33 17 UTI Software-G 0.54 18 HDFC LT Advantage Fund-G 0.44 19 HDFC Floating Rate Income LT-DW 0.3 20 HDFC Floating Rate Income ST Retail-DM 0.3 STOCKS Larsen & Toubro 4.29 Reliance Industries 4.23 Bharti Airtel 3.27 Reliance Gold ETF 3.07 Bharat Electronics 1.97 Wipro 1.81 Punjab National Bank 1.43 Hindustan Unilever 1.41 Canara Bank 1.29 National Thermal Power Corp. 1.18 Marico 0.83 Bharat Forge 0.71 MindTree 0.67 SAIL 0.41 SBI 0.26 Reliance Power 0.22 Vijaya Bank 0.22.
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| Your SIP looks ok. However, you could discontinue further investmentsFranklin Prima plus and move into a large cap fund, since the first to move up would be large caps. |
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