Keep SIP going on as you will get lower value NAV & units
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For Mutual funds I use Angel one ! Very easy to use
I would suggest you to use a know platform like
Groww , Angel one, Zerodha or any banking app !
Avoid two small cap fund instead of that go with Flexicap or Midcap Fund
Suggestions
JM Flexicap fund
Nippon India small cap fund
You can keep Quant if u want and change the Tata small cap fund with other category like Flexicap or mid cap
Suggestions
JM FLEXICAP
Motilal Osw...
Diversification is good Try Midcap instead of Largemidcap allocation ! Or Small cap !!
I think you should go with some AMC rather than third party app if not possible then try in Angel one or groww type Apps
Also you have good funds selection the Last 2k you can invest in Small cap or large cap !!
All the best for your investment !!!
overall portfolio looks good ....No such changes !!
Stay invested Mutual funds are for long term benefits !!!
Motilal Oswal Nasdaq 100 FOF Scheme fund with 37.73 XIRR FOR 3 YEARS
What's ur time horizon ? And any stepup ?
@vivid5695 I think not to replace it even I have invested in JM Flexicap Fund
NO lOCK in period
CAGR OF 23.15% IN 5YRS
Fund size is more than ₹5300 Crores.!!
Top 3 in Flexicap category !!
Replace Edelweiss Mid cap fund to Motilal Oswal Midcap Fund
Angel one
Zerodha
Groww
Other bank apps
All are the best it depends on you how u understand and use the apps !
Good luck for your investment journey !!!
First of all Research about basic terms used in Mutual funds and then try to understand the formulations in it !!!
@shubham94 Me too
It's a good fund keep time horizon for 5+ years best for SIP
The choice of funds are good ! What's ur time horizon ?
You have 2 Midcap funds change to large cap or small
You can keep Motilal Oswal Midcap Fund And allot other fund to large cap or small cap or Flexicap fund
Good funds for SIP you can change one flexi cap fund to another sector !