Sunday
EarlyGains Model Portfolio (Feb 2010)
Here are the 50 superstar mutual funds (and few ETFs) that you could use to create wealth. These are the best of the best. Depending on whether you like to fly, drive, or walk, you could adjust these portfolios to suit your taste. The portfolio has been mapped to spread the risk across asset classes. The investments have been spread out to no more than 10-12 funds to better manage the portfolio.
| Fund Name | Fund Type | ![clip_image002[4]](http://lh5.ggpht.com/_bikG45gh-64/S6jiA7EFpzI/AAAAAAAAA4o/LErLDT2Mdhc/s1600-h/clip_image002%5B4%5D%5B2%5D.gif "clip_image002[4]"){kind=small} | ![clip_image004[4]](http://lh3.ggpht.com/_bikG45gh-64/S6jiCkM0YXI/AAAAAAAAA4w/dExePyI_ml4/s1600-h/clip_image004%5B4%5D%5B2%5D.gif "clip_image004[4]"){kind=small} | ![clip_image006[4]](http://lh6.ggpht.com/_bikG45gh-64/S6jiEGBdx0I/AAAAAAAAA44/DI3B1vm3IpU/s1600-h/clip_image006%5B4%5D%5B2%5D.gif "clip_image006[4]"){kind=small} | |||
| EQUITY FUNDS | 70% | 50% | 30% | ||||
| Sundaram Select Midcap | Midcap | 10% | |||||
| Reliance Growth Fund | Midcap | ||||||
| Birla Sunlife Midcap | Midcap | ||||||
| HDFC Top 200 Fund | Large Cap | 10% | 10% | 10% | |||
| DSP-BR Equity Fund | Large Cap | ||||||
| Birla SL Frontline Equity | Large Cap | 10% | 10% | ||||
| HDFC Equity | Large Cap | ||||||
| ICICI Pru Discovery Fund | Value | 10% | 10% | 5% | |||
| Templeton (I) Growth Fund | Value | ||||||
| Birla SL Dividend Yield | Value | 10% | |||||
| Tata Equity P/E Fund | Value | ||||||
| ICICI Pru Dynamic Plan | Diversified | 10% | |||||
| HDFC Core & Satellite Fund | Diversified | 10% | 5% | ||||
| Kotak Opportunities Fund | Diversified | ||||||
| Reliance Equity Oppor | Diversified | ||||||
| HDFC Prudence Fund | Balanced | 10% | |||||
| Tata Balanced Fund | Balanced | ||||||
| DSP-BR Balanced Fund | Balanced | ||||||
| Can Robeco Balance | Balanced | ||||||
| FT (I) Dyn. PE Ratio FOF | Hybrid | ||||||
| Birla Sunlife MNC Fund | Hybrid | 5% | |||||
| Birla Sunlife Buy India | Hybrid | ||||||
| Reliance Pharma Fund | Sector | ||||||
| DSP-BR Technology | Sector | ||||||
| Franklin FMCG Fund | Sector | ||||||
| Benchmark Bank BeES | Sector | ||||||
| UTI Transport & Logistics | Sector | ||||||
| Reliance Diversified Power | Sector | ||||||
| Gold BeES | Sector | 5% | 5% | 5% | |||
| Benchmark Nifty Junior BeES | Index | ||||||
| HDFC Index - Sensex Plus Plan | Index | ||||||
| DEBT FUNDS | 20% | 30% | 40% | ||||
| HDFC High Interest - STP | Short Term | 10% | 10% | ||||
| Can Robeco Income | Short Term | ||||||
| Fortis Flexi Debt Fund-RP | Short Term | 5% | |||||
| HDFC Short Term Plan | Short Term | ||||||
| ICICI Pru Short Term Plan | Short Term | ||||||
| Templeton (I) ST Income | Medium Term | 10% | |||||
| Birla SL Income Plus | Medium Term | ||||||
| Birla SL Dynamic Bond | Medium Term | 10% | 10% | ||||
| ICICI Pru Income | Medium Term | ||||||
| ICICI Pru Gilt Inv Plan | Gilt LT | ||||||
| ICICI Pru Gilt Treasury Plan | Gilt ST | ||||||
| Reliance MIP | Monthly Income | 10% | |||||
| HDFC MIP LTP | Monthly Income | 5% | 10% | 10% | |||
| Birla SL MIP II-Savings 5 | Monthly Income | ||||||
| HSBC MIP - Savings Plan | Monthly Income | ||||||
| Birla Sunlife Floating Rate LT | Floating Rate | ||||||
| MONEY MARKET FUNDS | 10% | 20% | 30% | ||||
| HDFC Liquid Fund | Money Market | 10% | |||||
| HDFC Cash Mgmt - SP | Money Market | 10% | 10% | 10% | |||
| Can Robeco Liquid | Money Market | 10% | 10% |
Labels: Balanced Fund, Debt, ELSS, Equity, Equity Diversified, FRPP, Fund Relative Strength, Index Funds, Liquid Funds, Long Term Debt, MIP, Model Portfolio, Money Market, Monthly Income Plans, Mutual Funds, Short Term Debt, Short-Term, tracking error
by Admin at 11:46 |
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