So May 2014 has been a good month for India (election) and personally for me as well (Landed a new job.)
Now I am planning to infuse the 'pay hike' into equity through SIP. So I have two options -
1) Equity MF
2) Direct equity - Manage my own equity MF ;)
Following is the planned investment. I would appreciate any comments/suggestion for modifications/brickbats.
I have also provided my current portfolio for reference.
|Astral Poly||20%||Astral is already my largest holding @ ~18% of my portfolio. Should I invest more?|
- Valuation of page has always deterred me from entering it. A good candidate for SIP?
My current portfolio is as mentioned below
|Atul Auto||4.01%||2-Want to Make Core|
|Ajanta Pharma||3.92%||2-Want to Make Core|
|Repco Home||3.75%||2-Want to Make Core|
|Orient Cement||2.70%||4-Opportunistic Bet|
|KNR Construction||2.66%||4-Opportunistic Bet|