Please take a look and let me know your thoughts for a medium risk taker. ABSL Nifty50 index - 5k axis Nifty Next50 - 5k ABSL Nifty Next50 - 5k canara bluechip - 5k
quant large and mid cap - 7.5k mirae large and mid cap - 7.5k ppfas multi cap - 15k
nippon nifty mid150 - 10k axis midcap fund - 10k nippon smallcap fund - 5k
total - 75k
Too scattered, rebalance and consolidate
Keep 3-4 MF with 75K SIP for better results in long term
Result will be same, right? Only hassle will be more if too scattered no?
Not really - atm lot of funds will have stock overlap so basically you will be investing different value in same stock through different MFs
Everything looks similar, check holdings for your above 7 MF, I’m guessing hard that it’ll have mostly same holdings. What’s the point in investing then in 7 different MF.
Buy 4-5 MF best in its category
This is my recommendation, you can divide your 75k based on your risk appetite.
Bro these are too many MFs to have. MF already means diversification. 10 MFs mean it is over-diversification. Almost all funds in a category have same company's to 60%. Remaining is dead weight. Try to consolidate 3&4, 8&9, 1&4. Ideal number of MFs is 4. My 2 cents.
Yeah, I have it coz I fear what if the AMC go bankrupt? And have index and active funds separate coz , I saw in the past that there are many MFs which could not even beat benchmark.
First for can be combined into 2 funds. Ideally Nifty 50 and next 50
Then one mid cap and one small cap
A total of 4 funds should cover the most of index
Too many overlaps of stocks, not a very good strategy
Guys. 22 years old. Advice needed. 50k monthly SIP. Higher risk appetite. Any suggestions on a good mutual fund portfolio? (Please don't just say index funds)
Hey guys! So i have recently started a SIP of 5k in Nippon Large Cap fund for my short term goal. Also, i have been investing in 3 other mutual funds 5k each listed below.
Can someone review my SIP portfolio? I am attaching my all the active SIPs picture below. I'm 26 years old and I belong to economically poor class family ( I started working 2 - 3 years ago so now my family's economic condition is somewh...
My portfolio. I have SIP with nifty 100 for the last 22 months. I am thinking of starting a midcap SIP. What do you suggest?
