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| Topic: I am 42 years-old salaried long term investor, married with one daughter. My MF portfolio of Rs. 1.25 Lakhs built gradually over the last 5 years comprises of SBI Magnum Tax Gain (D)-20%, Principal Tax Saving-20%, UTI Childrens Career Balanced-13%, SBI Contra (G) - 8.5%, HDFC Arbritrage Retail Plan (G) -8%, Birla SunLife Intl. Eq Plan B (G)-8%, Tata Indo-Global Infra (G)-8%, ICICI Pru. Indo Asia Eq (G)-5.5%, HDFC Equity (G)-4%, HDFC Tax Saver (G)-4%, Other MFs-1%. I have a monthly SIP of Rs. 3000 p.m. each for the first two - SBI MTG & Principal Tax Saving MFs since Dec'07. The original invested amount stands eroded by approx. 40%. Please advise the changes required in my portfolio and those funds wherein I can start additional monthly SIPs to recover the losses.
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| You could get out of the arbitrage fund, since equities look more attractive now. You can choose any good diversified equity funds for further investments. |
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