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  • shubh05

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    9 months

    26 year old. Need a review of allocation & suggestions for mutual funds. Open to moderately high risk funds.

    26 year old. Need a review of allocation & suggestions for mutual funds for these themes. Open to moderately high risk funds. Currently doing a Gold SIP in Zerodha's GOLDCASE & I have a similar 30% allocation for Nippon small cap fund. Apart from these, I have a huge stock portfolio (mostly large cap) but I am finding it difficult to manage it now. https://preview.redd.it/3ugl3ve9rx9e1.png?width=462&format=png&auto=webp&s=1909a61716e5001aca3cab5f3a0c9770b8e8135f By carefully selecting these funds, I’ve aimed to create a well-rounded portfolio that aligns with my high-risk appetite and 5-year horizon. My allocation allows for aggressive growth, with a significant portion in small-cap, momentum, and flexi-cap funds. At the same time, I’ve made sure to balance the higher-risk investments with more stable assets, such as large-cap funds, debt, and gold, to manage volatility and protect my portfolio during uncertain times. This approach gives me the flexibility to capitalize on market trends while maintaining a level of safety and stability in my investments.
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