Review my Mutual Fund SIP Portfolio
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 somewhat better)
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Not an expert here, but doing sip from last ~7 years.
Your portfolio is slightly on the riskier side, as you have 2 small cap and 2 thematic funds,
Also there is no mid cap fund, maybe give it a thought
Any particular reason for choosing so many different MFs? Just asking as I am also about to start SIP soon
Diversification!
Yes, just to diversify my portfolio, I want to invest for a long time (20 years)
I would personally remove both thematic funds and go with mid cap, and remove 1 small cap and go with bluechip prolly mirae bluechip(large and mid cap now) or canara or axis
Honestly I like this mix. Just keep at it for 10years. Just see if you want to revisit the overall approach and invest in lumpsum in 1 fund in a particular month and the other ones next month. Might be tricky , may yield a few extra % returns annually.
Good aggression in fund selection!
Good luck!
can add sensex index fund, although i believe there must be an overlap with your current funds.