September 4, 2023 7:40 am
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Portfolio Review
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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 1 year ago by Subodhsamarthya
3 Answers
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September 4, 2023 2:07 pm
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 ?
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September 4, 2023 2:29 pm
Are you filing your tax assessment unde old or new tax regime?
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September 5, 2023 9:30 am
Good morning!
You may consider :
- Kotak Tax Saver-Scheme (or)
- Mirae Asset Tax Saver Fund
Suggested articles :
1. Mutual Fund Portfolio Overlap Comparison Tools
2. How to select the right and best Mutual Fund Scheme based on the Measures of Volatility?
