Mutual Fund Q&A, September 15, 2017

We give our opinion on a viewer's mutual fund portfolio which has Reliance Small Cap, Birla Frontline Equity, DSP BR Opportunity and ICICI Balanced Fund.

Edited Highlights
1:04 Lokesh Kumar wants us to evaluate this mutual fund portfolio

1:34 Lokesh has invested in Reliance Small Cap, Birla Sun Life Frontline Equity , DSP BR Opportunity and ICICI Balanced

2:01 Reliance Small Cap in mid-cap and small cap fund which have the potential of providing high returns in the long term

2:37 Birla Sun Life Frontline Equity is a fund with a good performance track record

3:19 ICICI Pru Balanced is one of the best in the balanced fund category

3:23 Make sure that the mutual fund investments are aligned to your overall needs

5:26 DSP BR Opportunity is a sector rotation fund

Note: Birla Sun Life Frontline Equity is not a tax-saving fund as was inadvertently mentioned at 2:37. The error is regretted.