Nikunj Saraf |308 Answers |Ask -Follow
Mutual Funds Expert - Answered on Oct 27, 2022
Goal: To get 20%(or 33% more than nifty 50) return overall in 8-10 years, will pull out as soon as I see 20% (or 33%+ on nifty 50) in total at 8-10 years, otherwise will pull out individual MFs from 10-12years with best CAGRs achievable.
Planning to buy a house next year with a loan of 70 lakh, will clear the home loan with that money. All are direct.
1. Quant Active: 10K
2. Axis India Small Cap Nifty Index: 5k
3. Axis India Mid cap Nifty Index: 5k
4. Quant Infrastructure Fund: 3k
5. Quant Tax Fund: 3k
6. SBI Consumption opportunities: 3k
7. ICICI prudential IT Index Fund: 4k
Will add 0.5x more each month whenever NIFTY drops by 10% till the time it reaches back to peak. Would replacing Small or Mid cap Index funds with Smallcap fund Like SBI smallcap fund or Canara Robeco Small Cap fund or similar midcap funds be a better thing?
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