Avoid equity schemes if horizon is 2 years . Have a look at short term debt funds.
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• Jun 5 5:06 PM
Motilal Oswal MF to launch fund that covers 1,000 stocks; should you invest?...read more
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If risk appetite is moderate then avoid smallcap fund.
You want to invest for long term or short term?
How much amount you r planning to invest every month and what is your expected target amount.
Have a look at funds from hybrid category ie. Balanced advantage or multi asset allocation fund.
Avoid thematic schemes.
Avoid multiple schemes of similar theme.
Any specific reason for opting index funds rather than actively managed funds.
U can also have a look at funds from flexicap category.
• May 28 1:31 PM
Why income plus arbitrage funds are gaining popularity
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What is your objective of this investment ?. Is the taget achieved.
Retirement.
Overall portfolio looks good. Hope your horizon is 10+ years.
Avoid multiple schemes of similar theme.
Overall portfolio looks good for long term. I dont think any changes are needed. Hope your risk appetite is very high.
1. From 2019 so approx 6 years
2 below 5k
3.around 12%
U want to invest in mutual funds or directly stocks.
Avoid equity schemes if horizon is around 2-3 years. Have a look at debt schemes.
Please mention your risk appetite. If risk appetite is not very high then avoid smallcap and thematic schemes.