Deadpool_rev

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)

2mo ago2.8K views

WillieGarvin

Ericsson2mo

Don't do 2 small cap funds. Focus on anyone. Either Quant or Nippon. Invest that amount in a Mid Cap fund. Can be index also.

WillieGarvin

Ericsson2mo

@KoolCoder , also gave same opinion. Sorry for the repetition.

KoolCoder

Credit Suisse Group2mo

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

UsefulChart8

Zomato2mo

Any particular reason for choosing so many different MFs? Just asking as I am also about to start SIP soon

Kenny10

TCS2mo

Diversification!

Deadpool_rev

Squadstack2mo

Yes, just to diversify my portfolio, I want to invest for a long time (20 years)

KoolCoder

Credit Suisse Group2mo

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

Codecoffee

Swiggy2mo

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!

Discover more

Curated from across

LspoStealth5mo

Review my monthly SIP of 91k

Please evaluate my monthly equity SIP allocation and suggest any changes.

Monthly in-hand salary (after tax): ₹2.6 lakh
Age: 23

Monthly Mutual Fund SIP:

Total: ₹91,000
- Axis Small Cap: ₹5,000
- Axis Mid Cap: ₹10,000 ...

4.3K views

StupidFame8Deloitte6mo

MF Review

Hi All, I have started SIP in below funds, If any financial gurus here can review and let me know if I'm on right path?

Quant Flexi Cap - 20k Nifty 200 Momentum 30 - 10k Nippon Liquid Fund - 5K Motilal Oswal Microcap - 5k

Risk Apitite ...

MarkZuckerbergMeta14mo

Help gauge my portfolio

Hi all awesome people, I have been investing for 7 years now, since I started my job and below is the break down of my current SIPs:

Category Fund Amount Small cap Nippon India Small Cap Fund 15000 ELSS Quant Tax Plan 7000 Flexi cap Par...

cattSwiggy1mo

Can somebody review my portfolio

Hi all, I am 27y,M currently unmarried residing in Bangalore. Can somebody help me review my portfolio ?

Out of the IND stocks, 15L were invested by my father which has grown to 22L currently. Rest are what I have invested after working...

6K views

BhaiNaamMeiKyaRakhaHRazorpay5mo

Portfolio Review | How am I doing as a 23M?

Please review my portfolio.

Salary: 54K YOE: 1 Invest: 17K per Month

Emergency Fund: 1L (In Savings Account) MF + NIFTY + Gold: 1.85L EPF: 72K

Total NW: 3.57L

Need Suggestions!

Or get it on the stores.

Privacy Terms

Guidelines Help