Nikunj Saraf | Answer |Ask -Follow
Mutual Funds Expert - Answered on Nov 29, 2022
I have started investment in mutual fund SIPs from last 3.5 years. Till now I have increased my SIP investment to 16K per month (recently added 4 new mf in my portfolio), portfolio details provided below. So could you please review and let me know whether below investment is good for long term purpose or do I need to do any changes in it?
Apart from this I am planning to invest 5K per month in Gold (in the form of SGB) as well. Please advance if you have anyone investment ideas for me, thanks in advance.
My Investment categories:
Large Cap: 3K/month
Large-Mid and Mid Cap: 6.5K/month
Small Cap: 6.5K/month
MF investment details:
SBI Blue Chip Fund - Direct Plan – Growth (cost value: 79K and current value: 1.26L): 1K/month SIP
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth (cost value: 1.5L and current value: 2.06L): 4K/month SIP
L&T Emerging Businesses Fund - Direct Plan - Growth (cost value: 1.5L and current value: 2.65L): 2.5K/month SIP
Nippon India Small Cap Fund - Direct Plan - Growth (cost value: 20K and current value: 21.4K): 2K/month SIP
Axis Bluechip Fund - Direct Plan - Growth (cost value: 37K and current value: 37.6K): 2K/month SIP
Quant Small Cap Fund - Direct Plan Growth - Growth (cost value: 6K and current value: 6K): 2K/month SIP
PGIM India Midcap Opportunities Fund - Direct Plan - Growth - Growth (cost value: 7.5K and current value: 7.4K): 2.5K/month SIP
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