Make it reverse. Invest more in mutual funds.
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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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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?
• Dec 2, 2024 1:59 AM
See the trading data and performance of Indian Sensex 30 since inception from 1980 to 2024....read more
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• Nov 13, 2024 12:54 PM
Retirement planning in *Mutual Funds* :
You can plan *Monthly Pension* in Mutual funds either im...read more
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• Oct 15, 2024 2:37 AM
Baroda BNP Paribas Nifty Midcap 150 Index Fund NFO .
Baroda BNP Paribas Nifty Midcap 150 Index Fund is an ind...read more
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You haven't mentioned the duration of investment and risk you can take.
• Oct 4, 2024 1:35 AM
Allocations
Gold and Silver Mutual Fund scheme:...read more
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• Aug 8, 2024 3:53 AM
Motilal Oswal Midcap Fund: 7.4X in 10 years
Motilal Oswal Midcap Fund has an enviable wealth creatio...read more
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• Jul 25, 2024 6:00 PM
SIP Top-Up empowers you to systematically enhance your investments,
ensuring long-term financial preparedness and stability....read more
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• Jul 23, 2024 12:04 AM
Infrastructure mutual funds in India invest primarily in companies involved in infrastructure development such as constructi...read more
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