u/Sathyakps8

Review my portfolio: 7k Weekly SIP. Need advice on fund selection and allocation (Age 31)

https://preview.redd.it/7afl7qvvnm1h1.png?width=1080&format=png&auto=webp&s=982f95928d2b9660baca883426ec98f1f3d5663b

Hey everyone,

I am looking for some feedback on my current mutual fund portfolio. I am currently doing a weekly SIP of ₹7,000 which started in 2024 using Zerodha. (totaling roughly ₹28,000–₹30,000 per month).

My investment horizon is long-term (7+ years) and my risk appetite is aggressive. Goal is to create wealth creation

Current SIP allocation- 21% each in Parakh flexi, hdfc BAF , nippon multicap, and quant small cap. 15% in zerodha midcap

I selected these funds based on past performance at the time of beginning my investment (jan 2024)

What I want to know:

  1. Fund Selection: Are these funds good performing peers in their respective categories? Any overlapping issues I might have missed?
  2. Allocation: Is my distribution between Large/Mid/Small/Flexi cap optimal for a long-term horizon, or am I overexposed anywhere?
  3. Any other suggestions

Appreciate your time and insights! Thanks in advance.

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u/Sathyakps8 — 5 days ago

PVR Cinemas ₹500 Gift Coupon from Cred (30 Days Validity)

I have a ₹500 PVR Cinemas coupom from Cred available for sale. I won’t be able to use it before it expires, so I'm looking to pass it on to someone who has a movie night planned soon! Dm me

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u/Sathyakps8 — 6 days ago