GroovyCoconut
GroovyCoconut
6mo
by

I need advice on my portfolio considering 7yr+ holdings

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6mo ago
DerpyPenguin
DerpyPenguin
6mo

Navi nifty 50 index plan has 0.06% expense ratio. What is your total worth in INR ? For Flexi Cap you can choose Parag Parikh/ HDFC. What is your total capital gain in 7 years ?

GroovyCoconut
GroovyCoconut
6mo

I have just started 11 months ago ,I consider to hold 7yr plus ,total xirr is 6%

DerpyUnicorn
DerpyUnicorn

Looks solid. You can add gold/silver etfs to diversify

JumpyPretzel
JumpyPretzel

How well did your quant mfs perform, specially that flexi one?

GroovyCoconut
GroovyCoconut
6mo

In right side ,these are the xirr with time period of 11 months till now

MagicalLlama
MagicalLlama

Why do you have overlapping funds?
Nifty 150 will have same companies as Nifty 50. You should invest in next nifty 50 instead. Also flexi cap will have few companies that are in small cap. You also have 2 small cap funds. Check the holdings else they are not really diversified. You are paying expense rario twice for unnecessary reasons.

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