Too many funds in my portfolio - Mutual Funds https://www.relakhs.com/community/mutual-funds/too-many-funds-in-my-portfolio/ ReLakhs Discussion Board en Mon, 05 Oct 2026 15:12:50 +0000 wpForo 60 Too many funds in my portfolio https://www.relakhs.com/community/mutual-funds/too-many-funds-in-my-portfolio/#post-160 Mon, 25 Dec 2023 14:47:48 +0000 Hi Sreenivas,

I am investing since 15 years and over period, I have accumalated/invested in too many funds. I am tryinng to revamp my portfolio. Can you please check and suggest which funds shall I exit Or add in below folio? My investment horizon is 15 years, and aim is to accumalate retirement corpus. I can go for some risk/high returns as I have safe investment elsewhere. thanks in advance. most of these investment will hit LTCG, so I may need to time the exit/switch.

Sr No Fund Name % Investment Current SIP
1 Parag Parikh Flexi Cap Dir-G 8.77% Yes
2 Axis Midcap Dir-G 8.66%  
3 Mirae Asset Large & Midcap Dir-G 8.63%  
4 Axis Focused 25 Dir-G 8.46%  
5 Kotak Small Cap Dir-G 8.15% Yes
6 HDFC Mid-Cap Opp Dir-G 8.09%  
7 Kotak Emrgng Eqt Dir-G 7.74% Yes
8 DSP Small Cap Dir-G 7.41% Yes
9 Axis Small Cap Dir-G 6.73%  
10 Axis Bluechip Dir-G 5.29%  
11 DSP Healthcare Dir-G 3.53%  
12 Axis Flexi Cap Dir-G 3.37%  
13 Axis ELSS Tax Saver Dir-G 2.90%  
14 Motilal Oswal ELSS Tax Saver Dir-G 2.85%  
15 DSP Midcap Dir-G 2.70% Yes
16 Motilal Oswal Nasdaq 100 FOF Dir-G 2.13%  
17 PGIM Ind Global Eqt Opp Dir-G 1.43%  
18 ABSL Frontline Eqt Dir-G 1.19%  
19 HSBC Infra Dir-G 0.85%  
20 Mirae Asset Large Cap Dir-G 0.62% Yes
21 Quant Small Cap Dir-G 0.22% Yes
22 ICICI Pru Infra Dir-G 0.18%  
23 Axis Nifty 50 Index Dir-G 0.05%  
24 HDFC Small Cap Dir-G 0.04%  
]]> Mutual Funds Rahul https://www.relakhs.com/community/mutual-funds/too-many-funds-in-my-portfolio/#post-160