Hi Sreekanth,
This is my current investment portfolio. Does this looks ok for long term wealth growth? Or should I make changes to my current portfolio?
Axis Bluechip Fund - Direct Growth
HDFC Hybrid Equity Fund - Direct Plan - Growth Option
HSBC Value Fund - Direct Growth
ICICI Prudential Bluechip Fund - Direct Plan - Growth
Kotak Flexicap Fund -Direct Plan-Growth
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
Regards,
Harleen
Dear Harleen,
Since how long you have been investing in these MF schemes?
May I know the overall portfolio annualized returns? And, are you happy with their performances?
I've been investing for 6 years now. The total investment has almost doubled. Any advice would be helpful.
Dear Harleen,
Apologies for my late reply!
Glad to know that are investing in the DIRECT plans only 🙂
Only one observation is that you have picked two Bluechip (Large-cap) funds, which may not be really required.
