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Ask RoboI have running Sip since6 month in below SIPs – Adiya birla frontline equity-1000 , LandT emerging-1000, mirae emerging -1000,reliance smal cap-700,sbi bluechip-500,tata digital-500,hdfc snall cap-500, kotak multicap-500 , L and T india value 500, please guide about my protofolio like which one to remove replave or to obercome overlap
Shahrukh asked 2 months ago
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Roboadvsio answered 1 month ago
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Hi,
Aditya Birla SL Frontline Equity Fund & SBI Bluechip Fund  are good large cap consistent fund which has performed really well in last many years, you should continue your investments in it.
Mirae Asset emerging Bluechip Fund is a good large & mid Cap fund which has consistently generated good alpha in last many years. It has a great track record. You should continue your investments in it.
L&T Emerging Business fund & L&T Value Fund are managed by same fund managers & research team , any wrong stock selection would impact the performance of both these schemes.  Our overall portfolio allocation to one fund manager should not be more than 20%.We should not have more  then one funds managed by same fund manager. If it is under 20% then we should continue our investments in these funds.
Tata Digital fund is a new thematic fund which invest in a particular sector sector. These funds carry slightly higher risk, if the sector is not performing well then also fund manager cannot replace the stock with other stocks from other sector. Exceptional returns in these type of funds can be generated only when you are able to time the entry and exit to perfection. It is better to invest in diversified equity oriented funds in which the fund manager has the flexibility of choosing the stocks as per his  research.
HDFC Small Cap is a very good fund which has performed consistently in last many years , you should continue your investments in it.
Reliance small cap fund which has given good returns but this is slightly more volatile fund as compared to other small cap funds. You can continue if you are comfortable with volatility.
Happy Investing!

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