Invest in DSP Dynamic Asset Allocation Fund
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I am a Financial Planner, Stock Trader, Insurance Agent, Mutual Funds Distributor and Global ETFs Investor since 2012.
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Pinned by koundinya1986
• Nov 14, 2023 11:37 PM
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Invest in SBI Corporate Bond Fund.
@sumit3611 First of all Never Trade especially intraday.
If you want to earn in the short term say within 1 month / 3 Months/ 6 Months, go for ETFs .
Make your target like how much percentage of profit, you want to withdraw from time to time.
Not to be greedy.
Do SEPs (Systemati...
Instead Nippon Large Cap, Take HDFC Top 100 Fund.
Invest in Motilal Oswal Multicap Fund..
Invest in Kotak Arbitrage Fund / Aditya Birla Sun Life Credit Risk Fund.
Invest in Parag Parikh Dynamic Asset Allocation Fund - you can expect more than 10% CAGR with low fluctuations although market corrections.
Good portfolio division. Yes you can do SIP but instead Nippon Large Cap Fund , take WhiteOak Capital Large Cap Fund.
Make it reverse. Invest more in mutual funds.
You should specify whether you want to invest ₹10 Lacs in single Lumpsum scheme or multiple schemes. How many schemes you want to invest?
Your portfolio is well diversified. Don't change of your investment horizon is minimum of 5 years.
Nice portfolio. Maintain these funds. Take Edelweiss Gold and Silver Fund instead Motilal Oswal Gold Fund.
Good analysis and information.
Invest in Multi Cap and Flexi cap mutual funds to have different benchmark diversification.
Avoid too much investment in PSU funds whether SIP or Lumpsum. Very risky, slow growth. Public sector stocks mostly depend on Dividends and Bonus shares.
Good portfolio but don't take 2 Small caps instead go for Quant Dynamic Asset Allocation Fund. You can expect more than 20% CAGR in future.
Add additional funds in 3 schemes only. No need to go for another.
Except Motilal Midcap and Nippon Small Cap, I don't recommend others in your portfolio.
Most Quant and Motilal AMC schemes have overlapping portfolios of more than 70%.
Example: Quant Quantamental Fund and Quant Large Cap have 97% of the same Stocks portfolio overlap.
No point of taking both schemes.
White Oak AMC MF Schemes have not much overlapping... They maint...
Not to invest in the same AMC although different category schemes. Chance of overlapping portfolio.
Need proper guidance of investment. I don't suggest the above schemes.
You haven't mentioned properly about Nifty 50 @ what price taken or how long are you holding? Question is incomplete? Are you talking about ETF or MF or Options trading?