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Is my mutual fund portfolio fine or should I make a change

I am investing in HDFC Equity Fund 2500, Franklin India Bluechip Fund 2500, Birla Sun Life MNC Fund 3000, ICICI Prudential Value Discovery Fund 4000, DSP BlackRock Micro Cap Fund 4000, HDFC Balanced Fund 5000. Please guide me if I need to make any changes. If yes, where do I invest this money from these MFs?

Jan 2, 2017 by Amber Agrawal,   |   Mutual Fund

The funds you have selected are all good performing in their respective categories – large cap, diversified, thematic and mid & small cap. The selection of these funds are ideal for investors with moderately high to high risk profile with an investment horizon of 5 years and more.

If your investment horizon and risk profile is same as mentioned above then you need not make any changes now. However, you must review your mutual fund portfolio once every year to reconfirm if the funds selected by you are continuing to perform well and aligned with your investment objectives.

Thanks for writing to Advisorkhoj : )

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