Hi Shreekanth, How are you doing. It's been years to contacted with you. Not sure if you remember we had connected earlier on this forum. Good to see yours blogs and continuously making efforts with newly informative content.
I would like to touch base with you on my portfolio once. Please let me know.
Hello dear @anuj,
Good to see you here!
Thanks for the motivating words and following my blog posts!
Happy new year dear!
Happy New year to you too 🥳
Is there any way to share image here having portfolio details?
You may attach file (or) can share READ ONLY link to your file, if that's ok.
Sree.
| Allocation | Absolute return % | % Per Annum Return | |
| ICICI Pru Next 50 Dir-G (SIP) | 8% | 51% | 15% |
| SBI Small Cap Dir-G (SIP) | 29% | 46% | 14.60% |
| PP Flexi Dir-G (SIP) | 20% | 61% | 18.80% |
| Mirae Asset Large + Midcap Dir-G (SIP) | 16% | 68% | 18% |
| SBI Focused (SIP) | 6% | 51% | 16% |
| Axis Mid cap (SIP) | 21% | 24% | 14.30% |
| Axis Small (STP) | 4% | 4% | |
| ABSL Flexi Dir-G (Stopped & Hold) | 186% | 16.60% | |
| Axis ELSS Eqt Dir-G (Stopped & STP Axis Small) | 75% | 13% | |
| ICICI Pru Eqt & Debt Dir-G (Stopped & Hold) | 235% | 17% | |
| ICICI Pru Value Discovery Dir-G (Stopped & Hold) | 280% | 19% | |
| Motilal Oswal Flexi Dir-G (Stopped & Hold) | 145% | 14% |
This is Equity portfolio 10Y of holding. Targeting next 20 years more for retirement and 15 years for kid education.
My first impression is - Your current portfolio is heavily tilted towards Mid/Small cap funds.
Hope you are ok and comfortable with the higher volatility and higher risk combo.
Otherwise, individually, all your active sip investments are good ones.
- Thanks Sreekanth, yes plan is to do more in accumulation phase till 2030 and leave as it is to grow And shift allocation more to large / hybrid
