u/are_nhi_yaar

Advice and Suggestions Needed

Advice and Suggestions Needed

Hi Everyone!

After studying, searching and going through various posts in this sub. I have finalized the above mentioned Portfolio.

Monthly SIP Amount: 25000

Annual Step Up: 10%

Investment Horizon: 20-25 years.

Risk Appetite/Tolerance - Aggressive

Reason for selecting funds- Mentioned in Snapshot

Please Review this portfolio and give your valuable feedback!

u/are_nhi_yaar — 2 days ago

Help Needed!

Happening for the past 2 days.

Has anyone got any idea when this issue will get resolved?

u/are_nhi_yaar — 11 days ago

Hi Everyone!

New to this sub.

Pretty late to investing but ready to be invested for a very long time.

I have finalised 4 funds with a 20+ year horizon with about 10-15% annual step-up.

Current Monthly SIP Amount - 20k

Funds Selected:-

# 1) Nippon Small Cap Fund - 6k

# 2) Nippon India Growth MidCap Fund - 6k

# 3) Parag Parikh Flexi Cap Fund- 4k

# 4) UTI Nifty 200 Momentum 30- 4k

Risk Appetite- Aggressive

Investment Goal- Wealth Creation

Investment Horizon: 20 years

Allocation Details- Monthly SIP

Why these funds - Based on the rolling returns, expense ratio and overlapping

App Used- Coin

Q.1) Are these funds good to go?

Q.2) If Yes, Is the allocation in each of these funds good to maximize returns in the longer run.

Q.3) Any suggestion to optimize the portfolio in the longer run

Hoping to get some positive responses and recommendations from the OGs and investors :)

reddit.com
u/are_nhi_yaar — 19 days ago

Hi Everyone!

New to this sub.

Pretty late to investing but ready to be invested for a very long time.

I have finalised 4 funds with a 20+ year horizon with about 10-15% annual step-up.

Current Monthly SIP Amount - 20k

Funds Selected:-

  1. Quant Small Cap Fund

  2. Nippon India Growth MidCap Fund

  3. Parag Parikh Flexi Cap Fund

  4. UTI Nifty 200 Momentum 30

Investment Horizon: 20-25 years

Risk Profile- Aggressive, ready to handle volatility. Flexible to change allocation in later years.

Q.1) Are these funds good to go?

Q.2) If Yes, What should be the allocation in each of these funds to maximize returns in the longer run.

Hoping to get some positive response and recommendations from the OGs and investors :)

reddit.com
u/are_nhi_yaar — 21 days ago

Hi Everyone!

New to this sub :)

I want to know if there is any app which can track my mutual funds, stocks and US stocks and ETFs ALL at One Place.

Funds and Stocks- Groww/Upstox

US Stocks- IndMoney

Any suggestions/advice would be really helpful!

reddit.com
u/are_nhi_yaar — 24 days ago