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Portfolio review and suggestions
This is my mutual fund portfolio with the funds that I have invested in. My risk appetite is high with an investment horizon of around 20 years. Axis Small Cap Fund:: - Invested Amount: 13.22 L - Current Value: 14.15 L Edelweiss Small Cap Fund: - Invested Amount: 2.70 L - Curren Value: 2.49 L Edelweiss Mid Cap Fund: - Invested Amount: 78.3k - Current Amount: 1.37 L I have stopped putting more money in Axis Small Cap, and continuing with Edelweiss Small Cap. I will be doing a STP from Axis Small Cap to Edelweiss Small Cap, making sure I don't incur taxes. My reason for putting high allocation in small caps is to get better returns since my investment horizon is long. I am building this for my retirement (20 years from now). Given that I have almost 95% in small caps and only 5% in mid caps, how should I restructure my portfolio? My plan is to make 33% flexi cap, 33% mid cap and 33% small cap. Is this plan good?2
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