
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