My Mutual Fund Portfolio for Long Term- Advice required

Q & A Forum › Category: Investments › My Mutual Fund Portfolio for Long Term- Advice required

Mukul asked 8 years ago

Hi Sree, I am following your blogs from last 4 years.... Over the time my MF portfolio look like as, please review... All investments are in direct growth funds for 18 years, 20K per month sip.. Axis LTE - 4K/m Aditya birla sun life focused equity - 3.5K/m Mirae asset emerging bluechip - 5K/m Principal emerging bluechip - 5K/m L&T mid cap - 2.5K/m

2 Answers

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Sreekanth Staff answered 8 years ago

Hi, Individually all the above listed funds are decent ones. However, funds 2 & 3 are now Large/Mid-cap oriented ones and 4th fund is a mid-cap fund. You may check the funds portfolios overlap for these three funds and can try trimming down your portfolio if required. Related articles :

Mukul replied 8 years ago

Sree,

Large/Midcap funds – Mirae asset emerging and Principal emerging – These funds are like diversified funds… Thats why I am continueing with them…
over lap is below 20 %
Whats your thought..

Mukul

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Sreekanth Staff answered 8 years ago

Dear Mukul, You may continue with your investment plan (portfolio) for now.