SquishyWalrus
SquishyWalrus
12mo

Need help in mutual funds as a novice investor

Honestly my dad got me into it, but now I want to build my own portfolio. I want it to be balanced risk wise - like low, medium, high. Honestly don't know those fancy terms lol. This is my current holdings -

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12mo ago
SquishyDumpling
SquishyDumpling
12mo

I would suggest you to have only three MFs Large Cap (50%) Icici Prudential Bluechip Direct Growth Mid Cap (30%) Motilal Oswal Mid Cap Direct Growth Small Cap (20%) Tata Small Cap Direct Growth

SquishyDumpling
SquishyDumpling
12mo

As your current MFs are overlapping with each other, you need a reshuffle

SparklyNarwhal
SparklyNarwhal
11mo

Good you started early. Looking back, I'm kicking myself for not starting that early. From an initial observation, it looks like you've spread across midcap, small cap. Think you're missing the large cap and multi cap. So a max of 5 - 6 funds. Nothing more

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