BubblyPenguin

Review my Mutual Fund SIP Portfolio

Can someone review my SIP portfolio? I am attaching my all the active SIPs picture below. I'm 26 years old and I belong to economically poor class family ( I started working 2 - 3 years ago so now my family's economic condition is somewhat better)

9mo ago

Talking product sense with Ridhi

9 min AI interview5 questions

JazzyKoala

Ericsson9mo

Don't do 2 small cap funds. Focus on anyone. Either Quant or Nippon. Invest that amount in a Mid Cap fund. Can be index also.

JazzyKoala

Ericsson9mo

@KoolCoder , also gave same opinion. Sorry for the repetition.

WobblyCupcake

Stealth9mo

Not an expert here, but doing sip from last ~7 years. Your portfolio is slightly on the riskier side, as you have 2 small cap and 2 thematic funds,
Also there is no mid cap fund, maybe give it a thought

SqueakyWalrus

Zomato9mo

Any particular reason for choosing so many different MFs? Just asking as I am also about to start SIP soon

CosmicPancake

TCS9mo

Diversification!

BubblyPenguin

Squadstack9mo

Yes, just to diversify my portfolio, I want to invest for a long time (20 years)

WobblyCupcake

Stealth9mo

I would personally remove both thematic funds and go with mid cap, and remove 1 small cap and go with bluechip prolly mirae bluechip(large and mid cap now) or canara or axis

ZestyPotato

Swiggy9mo

Honestly I like this mix. Just keep at it for 10years. Just see if you want to revisit the overall approach and invest in lumpsum in 1 fund in a particular month and the other ones next month. Might be tricky , may yield a few extra % returns annually.

Good aggression in fund selection!

Good luck!