Critique my Portofilio
SIP 80k/Month
Sensex Index Fund (Direct) - 26k Midcap 150 Index Fund (Direct) - 26K Small cap 250 Index Fund (Direct) - 12k Vanguard S&P 500 ETF (via LRS) - 16k
I chose LRS scheme because of the $7 Billion overseas investment limit. To reduce my charges, I park my SIP into an arbitrage fund for 6 months and invest lumpsum into the ETF semi-annually.
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For midcap you can use a combination of momentum and value funds while leaving small cap altogether - long term for small and mid aren't that different given the downsides
I agree with that assesment but I'm am trying to avoid active funds.
Vanguard can be replaced by mon100 - for better tax savings
I'm not sure if NASDAQ is going to give same stellar returns it has given for the last 15 years. That's why I thought a broader US market would be better.