
▲ 18 r/mutualfunds
Need to know if i need to add more fund(s) to this 4 fund folio. I(27) have been investing from the last 4 years, started at 1500Rs. My investment horizon is 15 to 20 years.
Risk appetite or risk tolerance is medium to high.
The distribution of 29k is as follows:
- PPFAS - 12k
2.HDFC mid cap - 7k - Mirae large and mid cap - 5k
- Axis small cap - 4k
- Tata Gold etf - 1k
PS: I know i have 2 mid caps ( 1 is both large and mid) but i checked the overlap, it’s about 23%. The overlap for the rest is below 10-15%.
Let me know if i need to add other fund to it or this seems solid.
u/Creepy_Vehicle — 20 days ago