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Tell me how is my mutual fund portfolio and if it needs any adjustment

My Mutual Fund portfolio consists of 4 funds namely BSL Front Line Equity, ICICI Discovery Fund, SBI Emerging Business and Reliance Growth Fund in which I invests 5000, 7500, 3500 & 5000 respectively and I have been investing since 2012. Earlier amount was less which I have increased subsequently as my income grew. So tell how is my portfolio and if it needs any adjustment?

Aug 29, 2016 by Shrey Kumar, Jaipur  |   Mutual Fund

Your selection of Birla Sun Life Frontline Equity Fund and ICICI Prudential Value Discovery Fund is good and you should continue with these.

However, with regards to your investment in SBI Emerging Fund, our suggestion would be to go for SBI Magnum Midcap Fund. Similarly, in place of Reliance Growth Fund, our suggestion would be to go for Reliance Equity Opportunities fund.

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