Too much diversified. 1 index( nifty momentum 30) and ppfas should be sufficient
So 500 momentum zerodha 250 can be stopped??
Too much overlap. Why Motilal and UTI momentum funds when both are in Nifty 500/200.
1 large cap index fund , one flexi (PPFAS)/ multi cap /ELSS, 1 midcap , 1 small cap active fund is enough. Another 1 for liquid / debt. Rather than increasing MFs, increase SIP amount. Keep a tab on expense ratio when deciding.
If you MFs have more than 50% overlap, then you are not diversifying enough. Check that on
Looks great!
Keep these MF within range of ten or so.
Don't go like fifty funds etc.
Also you seems to be using Direct fund without any agent. That is the way to go.
But just in case if you are consulting any agent also then keep limit on the number of funds.
These agent makes good commision when you buy new MF.
So periodically they will come to you to buy new funds.
They might also give bad advice to sell one MF and buy new one , so that they get commission.
In my opinion, Nippon India Small Cap is not favorable, whereas I find Nippon India Index Mid Cap to be a superior option. In addition to that, PP Flexi is commendable, and Motilal Oswal Momentum outperforms others in that category. Overall, I would rate it 7 out of 10.
You can sell that Regular SBI focused fund and shift to direct. Large Midcap 250 index fund is not as useful. It has overlaps with everything. Need to have funds that compliment each other, so minimal overlaps. Plus apart from Nifty/nifty next 50 index funds are not needed for sub-50L portfolio.
And why the need for 2 separate momentum index funds? Unless you are just trying it out, it's okay. But try not to overcomplicated with 2 many names.
Bahut unnecesaary funds lag rhe hain. I liked only two- PPFAS and Nippon small cap
Hi all, I am 27y,M currently unmarried residing in Bangalore. Can somebody help me review my portfolio ?
Out of the IND stocks, 15L were invested by my father which has grown to 22L currently. Rest are what I have invested after working...
Hi folks, I have been investing through SIPs since last 3 years and below is my MF portfolio. Any suggestions?
Hi All, I have started SIP in below funds, If any financial gurus here can review and let me know if I'm on right path?
Quant Flexi Cap - 20k Nifty 200 Momentum 30 - 10k Nippon Liquid Fund - 5K Motilal Oswal Microcap - 5k
Risk Apitite ...
I have had a portfolio made on notion with case studies and have been thinking of going on to a proper website. I need some help reviewing my case study format as I feel it's just too long. So if anyone can help me out with that it would...