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Can you share your feedback on my mutual fund portfolio

I am truly appreciate the knowledge your spreading on investments. I am 40 years old. I start investing in mutual funds since 4 months for long term ( more than 5 years). Here is my portfolio. Please share your feedback on my portfolio. SBI Blue Chip Fund(G) - 6000, ICICI Value Discovery Fund(G) - 5500, Kodak Select Focus Fund(G) - 5500, UTI Equity Fund(G) - 5500, BSL Front Line Equity Fund - 2500, Mirae Asset Emerging Blue Chip Regular(G) Fund - 5000, Franklin India Smaller Companies Fund(G) - 2500, BSL Front Line Debt Fund(G) - 2500, HDFC High Interest Dynamic(G) - 2500?

Dec 13, 2016 by Venkat, Bangalore  |   Mutual Fund

As per your fund selection, your portfolio is 75% in large cap oriented funds and 25% in small / midcap funds. The large cap / diversified equity funds in your portfolio will also have some exposure to midcaps; so overall, the risk exposure in your equity portfolio is well balanced. If you want higher returns (but that always comes with higher risks), you can increase your exposure to midcaps. In the current market environment, however, a number of fund managers have told us that, large caps can be expected to perform very well. From an equity fund selection perspective, you have chosen good funds, which shows that, you are a well informed mutual fund investor.

You have not mentioned your investment goals or your risk profile; so, we cannot comment on asset allocation (debt : equity mix). HDFC high interest fund is a top performing income fund. But we have not heard of “BSL front line debt fund”. Please check, if the fund name is correct.

Thanks for writing to Advisorkhoj.

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