Is my portfolio well-balanced to maximize long-term returns?
These are the funds currently in my portfolio: • Parag Parikh Flexi Cap • ICICI Prudential Multi Asset • Motilal Oswal Midcap • Quant Small Cap • SBI Gold Fund
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TOP 10 Recommendations based on quality and quantitively data:
All have more than 10 years of long track record, some have more than 20 years Consistent fund management team is handing it from long time More than 15% return in any of 3-5 year rolling period 5 star rated in research
HDFC Flexi Cap
Parag Parikh Flexi Cap
Nippon India Growth Fund
Franklin India Prima Fund
DSP Large and Mid Cap Fund
Invesco India Financial Services
Bandhan Small Cap
ICICI Pharma Healthcare and Diagnostics (P.H.D)
SBI Equity Hybrid Fund: Hybrid fund for those who wants to take lower risk, coming out of FDs and Real Estate
SBI Gold Fund: Gold fund for whose who wants to invest only in Gold
I have 3 of these, that DSP one I am having in SIP from 8 yrs now :)
You must have made great profit in it 🔥
It’s a great portfolio. Just ensure you have liquid fund as well. I wouldn’t do any changes to it at the moment. What’s the SIP amount in each ?
You can replace Gold Fund with Gold ETF. And reconsider that Quant one.
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