Power Portfolio

There are many fund houses playing in the market and many of them provide unique investment opportunities. But here we try to stick to a very simple principle for a long term financial planning.

1) We want to select funds across different fund house. This generally helps in diversify.

2) When we are trying to select a portfolio of combination of different funds, we try to consider their current sector exposure. For example, if we pick a top performing fund in Large cap segment and that fund is very high on Financial sector. Then we tried to pick the Large & Mid cap segment fund which has a portfolio tilted higher on FMCG / Power / Technology. By this kind of selection we try to minimize the overloading of a particular sector in one's portfolio.

3) We consider only those funds, which give the investor an option of SIP. Because, we think this is the best option for long-term equity investment. As this way, investors need not to time the market. And you can stay invested all the time, without affected by market sentiments.

4) Last but not the least, only the funds with a proven track record are selected in this proposed category. We have looked into their over all risk return pattern and 3 to 5 years return to select them.

5) We consider 3 - 4 funds maximum for this portfolio management, as we consider too many funds in a single portfolio, makes it a little bit difficult to manage & track. As for mutual fund SIP investments, You can not just start investing and forget. You need to check every year at least with their return and overall performance. And if necessary, you need to make change in your portfolio.

Happy Investing !!!

Power Portfolio - I **

Power Portfolio - II **

** These are for illustration purpose. Any investor can select any blend of funds with their own risk. Our research gives us a portfolio of few selected funds. And we try to stick to those when we are analyzing the investment styles. We do not have any personal interest when proposing any particular fund / portfolio of funds (Disclaimer).