Top 4 Funds for Diversified Portfolio
Diversifying and churning your portfolio are according to me two of the most important things and I think the time has come when I visit my list of funds and move to better performing funds which for the future. So today I am sharing with you top funds in which I plan to invest very soon. This means that I would be booking some profits from my existing funds and wait for a correction to get into the funds listed below.
- DSPBR Midcap Fund – By far the best mid cap for quite sometime now and I plan to move out of Birla Midcap fund to move into this fund. In fact in the middle of this post I placed the order in ICICIDirect.com to move out of the Birla Midcap Fund and would wait for the right time to get into DSPBR Midcap Fund.
- Fidelity Equity – Fidelity Equity Fund has been a great performer for me and I am planning to add more to this fund when the market corrects. I think large cap funds will not show the same kind of performance as small and midcap funds in the future and so I plan to add very little position to the large cap funds.
- Canara Robeco Infrastructure Fund – I think with the kind of result BHEL has come up with Infrastructure funds would outperform the market and so adding position in Infrastructure fund would be better option and who other than one of the best Infrastructure fund.
- Sundaram BNP Paribas Select Small Cap Fund – I have not invested in small cap funds for quite sometime and the reason I did not do that is because I was sure that when market moved out of recession fears large cap funds would perform better than mid and small cap funds but as we are heading towards the 5500 Nifty there may be a period where large cap funds do not perform as good as mid and small cap funds and so this time I have more plans to add more position to the small cap fund.
Have you visited your portfolio to create a new list of funds for future? If no it is the time to do so and if you have some list of funds in mind share them in comments below. We would love to see your list.
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thanks a lot mr. shabbir. im surely investing in these 4. meanwhile i was also thinking with so much disinvestment planned up.. would it be a good idea to invest in a psu fund? if yes then which ones are good? thanks again
I don’t buy the PSU theory and so as of now I don’t have any plans to invest in a PSU fund.
ok.. thanks a lot sir
The pleasure is all mine.
Hi Shabbir,
hats off for the excellent work you are doin….keep up the good work.I am very new to investing and savings.Hve a very vague idea.I heard that debt funds are good for short term growth. I want to currently invest for next 1 year (Rs 5000 per month).can you suggest some good debt fund/or any other for 1 year investment and growth.
thanks & Regards,
Shilpa
Debt funds do not vary when it comes to returns and so any debt fund would be good for you. I prefer Birla Sun Life but for no particular reason.
Sir, thank you so much for the quick response. Is there any other short term investment option other than debt fund? and how good are this debt funds for the next 1 year considering the current market scenario.
thanks Shilpa
Truly speaking, I am not a fan of Debt funds and I prefer more into equity investment than in liquid funds currently.
Hi Shabbir,
Can you please let us know the SIP returns for Fidelity Equity fund? This is for a particular period with SIP on 1st of every month. If possible please provide the IRR returns.
Thanks
Nicholas
Nicholas I will suggest you to check out ValueResearchOnline for returns and numbers.
Here, are you talking aboubt invest lumsum amount in all 4 funds or start SIP. Pls advise
Nile, I have suggested good funds and how you should invest depends on your investment objective and appetite for risk.
Hi
I recently retired from service (PSU).Intend to invest 500K in dividend option mutual funds.
Can u suggest some good track funds.
regards
Mahesh, Check out my best performing mutual funds as well as the best midcap funds
Hi Shabbir,
Please suggest which are the best Tax Saving fund.
Regards
Amit, see http://shabbir.in/best-tax-saving-funds/
hello sir,
plz send me the data that which category of mutual funds invenst in which fields/sectors.. for eg in equity diversified mutual funds, the money invested are in which sectors and in what proportion?
thanks in advance….
Dear Sir ,
So far I have not invested in any MF ,invested only stocks . I don’t have any Knowledge of MFs . I came to knew that SIP ,SWP AND STP plans are existing in these which is the best to follow .
Pl. guide me.
Regards,
BSReddy,
Kuwait
suggest me top 5 equity diversified funds for this year..