Can u share few mutual funds schemes.
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If possible ,please share stock portfolio.
For short term avoid equity schemes.
In large cap category have a look at the performance and portfolios of funds of HDFC , ICICI and SBI and decide accordingly.
For short term have a look at debt funds. Avoid equity schemes if the horizon is less than 5 years.
One should avoid investing in funds just by looking only at past 1 year returns Have a look at other factors as well.
• May 7 1:53 PM
Arbitrage funds are the favoured option as market sentiment remains strong
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• May 7 1:52 PM
Why multi-asset allocation funds make sense in the current market cycle
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If your risk appetite is moderate then avoid smallcap and thematic funds.
Choose 1-1 scheme from large , mid amd multicap fund and divide the capital equally.
Overall portfolio looks good. I dont think any changes are needed.
Please mention your time horizon and risk appetite.
Equity funds returns are subjected to market risks.
Avoid multiple scheme of similar theme.
Both the mentioned flexicap have given good returns historically. But also past returns doesnt gurantee future returns. I would suggest you to go through the stocks list of both flexicap and then decide accordingly.
ETF's can be bought and sold just like stocks. Ticket size is also small.
Avoid investing in equity schemes if the horizon is less than 3 years.
Debt if the horizon is short term. And equity for long term investors having high risk appetite.
Overall portfolio looks good. I dont think any changes are needed.