Hi Sreekanth,
Hope you are doing good
Would like your help to review my Mutual Fund Portfolio , Looking for 10 year investment
1) How is the SIP portfolio to continue in future?
2) Any changes or Reduce the number of funds if yes advise the strategy
Fund
Start Date
Monthly SIP Amount
Franklin India Smaller cos Fund Direct (G)
8-Apr-2017
2500
ABCL Mid Cap Fund Plan Growth Direct
5-Apr-2017
2500
ABCL TAX Relied96 Fund Growth Direct
1-Aug-2018
3000
Axis Long Term Equity Fund Growth
29-Aug-2016
1000
Axis Long Term Equity Fund Growth
1-Oct-2018
3000
Kotak Standard MultiCap Fund Direct Plan (G)
1-Sep-2018
4000
Mirae Asset Emerging Blue Chip Fund (direct ) G
1-Aug-2017
4000
Tata Equity P/E Fund Direct Growth
1-Sep-2018
3000
Tata Retirement savings Fund Progressive direct
1-Sep-2018
2000
best regards
Anup
1 Answers
Dear Anup,
Individually, all the listed funds are good ones (except Birla Mid-cap). Are you happy with their performances? Is the return form this Portfolio on the lines of your expectation? Do you also invest in Debt or fixed income schemes? Do you maintain an Asset allocation?
You may also kindly check the Funds' portfolios overlap and revert to me with your analysis.
Related article :
Mutual Fund Portfolio Overlap Comparison Tools
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