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Please review my portfolio and suggest if any thing wrong in this

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Topic starter

Hi all, I have been investing in below mutual funds for last two years and planning for more than 10 years so please review the portfolio and guide me if anything needs to be changed 

HDFC sensex direct plan - 10000

Parag Parikh Flexi Cap f direct plan - 15000

Axis Bank small cap fund direct plan - 10000

Axis Bank midcap direct plan - 5000

Mirrae asset emerging bluechip fund direct plan- 2500

Please guide if I am investing in correct form or any change required.





This topic was modified 3 weeks ago by Subodhsamarthya
3 Answers

Hi @subodhsamarthya,

The mentioned schemes and the portfolio look fine to me. You may kindly continue your investment plan..


Subodhsamarthya Topic starter September 4, 2023 2:19 pm

@sreekanth I am adding VPF of 7000 in EPF but I want to invest in tax saver mutual fund ,If I wanted to add Tax saver fund which I need to prefer ?


Are you filing your tax assessment unde old or new tax regime?

Subodhsamarthya Topic starter September 4, 2023 3:36 pm

@sreekanth old tax resime


Good morning!

You may consider :

  1. Kotak Tax Saver-Scheme (or)
  2. Mirae Asset Tax Saver Fund

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