I have been following my blog from 4-5 years. I always like it.
I started in 2015. All investments are in direct – growth funds. (Equity portion). Debt portion I manage using PPF and FD.
My portfolio for review:
- Axis LTE – 10K/m
- Mirae Asset emerging bluechip – 5K/m
- Principal bluechip – 5K/m
- L&T midcap – 4K/m
- HDFC Hybrid – 5K/m
Mirae asset Large cap – No SIP. Lump sum investments in scattered manner past when market is low. 1.75L
Large cap is 60%, Mid cap 32% and Small is 8%. My total accumulation in funds is 10L. Current Value is 9.6L. Overall overlap is below 35%. I keep re balancing it once a year.
I have no multicap in my portfolio. Reason being I do not like any of the multicap currently available. (like Kotak standard – Very large AMU, ABSL – not a good performer in recent past, SBI not very sure to choose ..) There is one fund Parag Parikh LTE multicap fund which invests internationally. Just want to is it a good fund to add in my portfolio. I also noticed that it is a focused kind of fund. only invests in 20 shares. Please let me know your thoughts.
I an aware of fund manager change in LnT and Principal but I have a plan to continue with them for next couple of years. Mirae bluechip and Principal Bluechip both are large n mipcap category but still want to stick to same plan.