u/everBeliever

Portfolio Review | 13-15 Year Horizon

Portfolio Review | 13-15 Year Horizon

Hey everyone,

Looking for feedback on my mutual fund portfolio.

Risk appetite - Moderate

Investment goal - Wealth creation

Investment horizon - 10 years

Portfolio analysis -

* **Total Invested:** ₹675566
* **Current Value:** ₹767019
* **Total Returns:** ₹91453 (\~13.54%)
* **XIRR:** \~10.61%

Allocation - new allocation as attached in image
App used-Coin

Why these funds : Been investing in PPFAS and UTI Nifty 50, rest added newly based on research

My concerns
Is my diversification sufficient

Looking for honest feedbacks

Open to:
* Rebalancing suggestions
* Fund additions/removals
* Better allocation strategy

(Image created via Gemini)
Thanks in advance

u/everBeliever — 1 day ago

Portfolio Review

Hi, I am 32 having a 7L portfolio in MF already and starting a SIP - 60k step up 10% yearly with below every month now. I am open to invest in diversified portfolio, newly added Midcap, Gold, Silver(12k SIP) and Foreign

I want suggestions on the diversified allocation and the funds that I need to select.

Risk Profile - Moderate
Investment Goal - Wealth Creation and Children
Investment Horizon - 13-15 years
Allocation Details- as attached below
Why these funds- Been investing in
PPFlexi - didn’t fell even when Nifty fell
UTI Nifty 50 - Index
Invesco and Nippon Small caps - small cap

Which app do you use? - Coin

u/everBeliever — 2 days ago

Selling this brand new

I want to sell this gold coin which is yet to be delivered at the price I ordered.

I am thinking to cancel it if no one’s interested

u/everBeliever — 5 days ago

First of many to come

Hi all,
Bought these ASICS Tiger 2 Runner as my first sneaker on Ajio at 2.1k

Rate these sneakers for the price and recommend what should I get as my 2nd pair.

u/everBeliever — 11 days ago