SqueakyJellybean
SqueakyJellybean
12d

MF Portfolio assessment

Can you help assessing my funds and suggest

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12d ago
SleepyBurrito
SleepyBurrito

For SIPS:

Stop quant small cap. The small cap rally was over in 2024. Restart it after the next 20% crash.

Stop Tata Digital Fund. 3+ years of AI and not one passable Indian competition apart from Sarvam.

Stop quant multi asset. Had done well in the past, but after the minor scandal, they've not been able to perform.

For already invested money :
If you need to withdraw for any reason, consider the first two from above and withdraw, keeping in mind taxation.

SqueakyJellybean
SqueakyJellybean

Thanks! But if we wanna start fresh SIP in other funds, which one would you recommend me to consider ? Any thoughts ?

JazzyNoodle
JazzyNoodle

Add HDFC flexi cap to your portfolio

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