Hello Nikunj, Am a 41 year old working professional investing via monthly SIP of Rs 5000 into each of these mutual funds. HSBC Value Fund, Invesco India Dynamic Equity Fund, Kotak Flexicap Fund,
Nippon India Small Cap Fund. Could you please suggest if the portfolio is good enough for growth over a period of 5 to 10 years.
Ans: Hello Sashi. Your portfolio is aligned with the market. I would recommend to reconsider Invesco India Dynamic Equity Fund with better peer schemes. Additionally, it would be a wise decision to include the Large & Mid Cap category in your portfolio, which is currently missing.