mercredi 30 novembre 2016

Portfolio review request post Demonetisation market

Hi everyone,

Having learnt a lot from the masters I have finally nailed down my portfolio to the following based on the following constraints:

* Risk Appetite - Very High for next 2 - 3 years
* Financial goal - Kids and Retirement (Horizon for both 10 - 15 years)
* Will review portfolio once a quarter
* Need to have some liquidity - around 10%

Code:

Large Cap          30%
Mid Cap            20%
Small/Micro Cap    25%
Debt.              15%
Thematic - Infra.  10%

My choice of funds are: (Some existing ones are due to old investments):

Code:

== Multi Cap ==
Franklin India Prima Plus

== Large Cap (Please recommend one) ==
Franklin India Bluechip Fund
SBI Blue Chip Fund
HDFC Top 200 Fund
Quantum Long Term Equity Fund

== Mid Cap ==
HDFC Mid-Cap Opportunities Fund

== Small/Micro Cap (Please recommend one) ==
Franklin India Smaller Companies Fund
DSP BlackRock Micro Cap Fund

== Thematic - Infra (Old) ==
Franklin Build India Fund

== Debt ==
Franklin India Ultra Short Bond Fund - Super Institutional Plan
HDFC Gilt Fund - Long Term Plan

Please review and provide your valuable feedback


Portfolio review request post Demonetisation market

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