▲ 0 r/mutualfunds
Please help review my portfolio
| Fund | Category | Monthly SIP | Allocation |
|---|---|---|---|
| Nippon India Small Cap Fund | Flexi Cap / Core Equity | ₹20,000 | 40% |
| Parag Parikh Flexi Cap Fund | Small Cap | ₹10,000 | 20% |
| Franklin India Feeder - Franklin US Opportunities Fund | US Equity / International | ₹10,000 | 20% |
| SBI Magnum Gilt Fund | Debt / Gilt | ₹10,000 | 20% |
Hi All, If you can provide your feedback would be helpful. Thank you.
Current thoughts:
- Considering reducing SBI Magnum Gilt from ₹10k --> ₹5k
- Unsure whether to:
- increase Parag Parikh as core allocation
- add a midcap fund like HDFC Mid-Cap Opportunities
- or stay with current setup
- Investment horizon: long term (10+ years)
- Risk tolerance: moderately aggressive to aggressive
- I can increase SIP to another 10-20k and bring it to 70k monthly max.
u/Erythromycin500 — 5 days ago