This is my portfolio at the moment
Franklin Templeton Prima Plus Growth Direct- 250,000
Franklin Build India Growth Direct-150,000
HDFC Mid Cap Opp Fund Growth Direct- 150,000
ICICI Pru Multicap Growth Direct- 250,000
I also invest in PPF/NPS with 150000/50000 every year, considering them as debt instruments.
I have around 70 Lakh in FDs. Am willing to move atleast 15 Lakh into Mutual Funds.
In which funds should I invest? Should I continue with the same funds, or choose different ones ?
I read that AIR would be reported if I invest more than 10L in a single year in Mutual Funds. So I want to invest by spreading across AMCs. Please advice, any changes in my portfolio.
1 Answers
Hi,
Franklin primaplus & HDFC mid cap funds are good ones.
ICICI Multi-cap fund has not been doing well. You may add a balanced fund in place of this fund to your portfolio.
Kindly read :
https://www.relakhs.com/best-balanced-mutual-fund-schemes-review/
Franklin Build India is an Infrastructure oriented fund, has been doing well, and I assume that you are aware of the high risks associated with a Sector or Thematic based fund.
Suggested readings :
https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/
https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/
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