Dear Expert,
I am 40 and I am investing following funds for long term wealth creation
DSP BLACK ROCK MICROCAP FUND invested approx. 2500 (SIP+ lump-sum) for the last one 1.5 yrs.
FRANKLIN INDIASMALLER COMPANIES FUND invested approx. 4500 (SIP+ lump-sum)
ICICI BLUE CHIP fund invested approx. 3000 (SIP+ lump-sum)
HDFC MID CAP OPERTUNITY FUND (70,000 SIP)
DSP BLACK ROCK 25 FOCUS FUND (15000 lump-sum)
DSP BLACK ROCK NATURAL RESOURCES fund (70000 lump-sum)
SBI BLUE CHIP fund (20000 lump-sum)
I would like to have your advice and you suggest some changes as well.
Regards,
RK
1 Answers
Hi,
The listed funds are good ones.
You may continue with them. Suggest not to invest in multiple funds from same fund category in future.
Ex: You have three large cap oriented funds in your portfolio.
Kindly read:
MF portfolio overlap analysis tools.
How to select right mutual fund scheme based on Risk ratios?
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