Restructuring 14L MF Portfolio | Moving away from Sectoral Funds
About Me : 27 years old, US IT Startup, In-Hand : ~2.5L
I have been investing since 2021 and currently hold a 14L mutual fund portfolio spread across 10 funds. Up until now, my focus has heavily been on sectoral and thematic funds.
Given the cyclical nature of these themes, I believe they might face a downturn soon. Because of this, I am restructuring my portfolio to be much less thematic.
For broader context on my asset allocation, here is the rest of my portfolio:
- Direct Indian Stocks: 6L
- Corporate Bonds: 6L
- Physical Gold: 2L
- US Stocks: 1L (just started)
Risk Appetite : High
Investment Goal : Wealth Creation
Investment Horizon : 10+ Years
Which App Do You Use : Morningstar/Groww
Funds selected based on AMC performance/fund manager.
u/HungryAddendum5973 — 5 days ago