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  • saurabh.sharma

    •

    3 months

    Need portfolio review

    Hey all I am 30,Need to have my portfolio reviewed This is after i have increased 10% this month and planning to increase it by same percentage every year (hope i am able to do it) I have longer term plan no goals as of now rather to be financially independent one day Started gold mf 3 months back and equity saving just an alternative to doing RD as not requiring it in 2-3 years and also saving some taxes I try to follow 50largecap and 25 midcap and 25 small approach for equity part of mutual funds My risk appetite as per me is high risk taking Time horizon is risk tolerance - High investment horizon 10 years for all funds except equity saving(for this its3-4 years) reasons for fund selection - Most of the funds have been seelected on the basis of performance in past and expense ratios for index funds My monthly SIP is as follows |Axis Gold Direct Plan Growth|13750| |:-|:-| |Kotak Equity Savings Fund Direct Growth|13750| |Mirae Asset Midcap Fund Direct Growth|16500| |Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth|5500| |Navi Nifty 50 Index Fund Direct Growth|5500| |Nippon India Nifty Next 50 Junior BeES FoF Direct Growth|5500| |Parag Parikh Flexi Cap Fund Direct Growth|16500| |Tata Small Cap Fund Direct Growth|16500| Thanks in advance
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