Read
Listen
Watch
Play
Find
Mail

  • Quotes

  • NAVs

  • News

  • Messages

  • Opinions

  • Notices

  • Videos
  Post a Message | Explore Forums  |  Browse Stock Messages  |  Hot Discussions  | Top rated Messages  | Top Boarders
Search: Messages    Stock    Boarder
 
Ads by Google
Moneycontrol.com >> Message Board >> View Messages >> MF Investment Help
   You are here :     Moneycontrol     MMB      Personal Finance      MF Investment Help
Portfolio Overlap (4)   24-Jul-08 11:48Tracked by (1)  
Posted by:   Guest on ( 24-Jul-08 11:48 )
Hello,

I am 71 and have 5 core funds, and I add thru SIP's too.

Birla Sunlife equity
SBI Magnum Contra
Reliance Growth
Reliance Vision
Sundaram Midcap

and 3 Sector funds
ICICI prudential and UTI Infrastructure and Sundaram Paribas Energy opportunities fund(closed ended)

My Asset allocation
Giant/Large Cap - 50%
Midcap - 35%
Small Cap - 9%
Other - 6%

My question is two fold,

Hopefully my time horizon for this investments is above 5 years.

Do I need to add a debt fund to my core fund group? If so, What factors do I need to look at choosing a debt fund? I don't have the need for supplemental income from my investments at this time.

I am thinking of investing in banking sector fund, the question is , would there be any portfolio overlap between my core funds and Banking sector fund. If so, how would I know?

or

Will I be better off investing the same in my core fund group and stay away from the banking sector fund.

Thanks in advance
K.V Balakrishnan - Chennai

Feedback

CNBC TV18 CNN IBN CNBC Awaaz IBN 7 IBN LOKMAT

More from Personal Finance

MF Investment Help  |   Tax Planning & Help  |   Insurance Help  |   Budgeting and planning  |   Best Funds to Buy  |   Property  |   MFs & Markets  |   New Fund Offers (NFOs)  |   Loans  |   NRI

Poll 

Where do you see the Nifty bottoming out?

Already bottomed 3400 Below 3200  
 
View Result  View all comments
To SMS your queries to us Type YS < Your query > SMS to 52622
Stocks to be discussed next:
  Suzlon  |   RIL  |  Tata Steel  |   Tata Mot  |   ICICI Bk  | Balrampur Chini  
 view all queries »
Boarder Circle
Platinum
Gold
Silver
Newbie
Popular Boarders 7days
DUstocks
277
radhika_nandlal
180
KotakInvestment
112
marketman
111
vkk43
105
All Time
more
Top Tracked 7days
marketman
704
KFactor
694
DUstocks
459
radhika_nandlal
434
chief_kamani
351
All Time
more
Prolific Boarders 7days
vkk43
469
zoombusiness
330
radhika_nandlal
327
BullSheetRules
252
All Time
more