i m 27 nd wrk in postal nd
Dis is my whole invstment
Wd sip in
Dspbr dr g 1000
Dspbr rg g 1000
Dspnr tax svr dr div py out 1000
Frnklin smllr cos dr g. 1000
Mir asst emrgin blchp dr div py out 1000
Kotak select focus dr dv 1000
Sbi blue chip dr g 1500
Nd recently started
Axis lngtrm eqty dr dv 1000
Mr ast emrgin blchp dr dv 3000
Frnklin smllr co dr g 1500 (5%) per month
I hav longterm goals like after 10 yrs and more
Is it a good one
Or shall i change something
Kindly suggest
cd nt attach an image file so i hav sent the screenshot to u in gmail sry fr dat
kindly guide me
Regards
Abhilash
96584502**
1 Answers
Dear Abhilash,
I can notice that you have higher allocation to Mid/Small cap stocks. Hope you are aware of the high risks associated with this category and you are ok to take it.
If not, you may discontinue investments in one of the Small cap fund and add a balanced fund to your portfolio.
Kindly read :
https://www.relakhs.com/retirement-planning-calculator-3-easy-steps/
https://www.relakhs.com/best-mutual-fund-schemes-2017/
https://www.relakhs.com/best-balanced-mutual-fund-schemes-review/
https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/
https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/
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