ZippyMarshmallow
ZippyMarshmallow

Is my portfolio well-balanced to maximize long-term returns?

These are the funds currently in my portfolio: • Parag Parikh Flexi Cap • ICICI Prudential Multi Asset • Motilal Oswal Midcap • Quant Small Cap • SBI Gold Fund

18d ago
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GroovyMochi
GroovyMochi
Student18d

TOP 10 Recommendations based on quality and quantitively data:

All have more than 10 years of long track record, some have more than 20 years Consistent fund management team is handing it from long time More than 15% return in any of 3-5 year rolling period 5 star rated in research

HDFC Flexi Cap Parag Parikh Flexi Cap Nippon India Growth Fund
Franklin India Prima Fund
DSP Large and Mid Cap Fund
Invesco India Financial Services
Bandhan Small Cap
ICICI Pharma Healthcare and Diagnostics (P.H.D)

SBI Equity Hybrid Fund: Hybrid fund for those who wants to take lower risk, coming out of FDs and Real Estate

SBI Gold Fund: Gold fund for whose who wants to invest only in Gold

JumpyPretzel
JumpyPretzel

I have 3 of these, that DSP one I am having in SIP from 8 yrs now :)

GroovyMochi
GroovyMochi
Student18d

You must have made great profit in it 🔥

SparklyPenguin
SparklyPenguin

It’s a great portfolio. Just ensure you have liquid fund as well. I wouldn’t do any changes to it at the moment. What’s the SIP amount in each ?

JumpyPretzel
JumpyPretzel

You can replace Gold Fund with Gold ETF. And reconsider that Quant one.

GigglyMuffin
GigglyMuffin

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