Sir, I am 40 yrs male & have monthly contribution in MF in following manner:
1. Mirae Asster Tax Saving (G)- 2000/-
2. Quant Tax Plan (G)- 2000/-
3. Parag Parikh Tax Saver (G)- 2000/-
4. Canara Robeco Tax Saver (G)- 2000/-
5. ABSL PSU Equity Fund (G)- 1000/-
6. Nippon India Liquid Fund (G)- 1000/-
More over I have monthly contribution to NPS:
7. Through Corporate - 3500/-
8. Individual Contribution- 4000/- (50 K/yr in total)
Sir, Please review my current portfolio and also suggest MF which I want for the following horizon:
A) Daughters education (UG) - 10 yrs
B) Daughters education (PG) - 12 yrs
c) Retirement Corpus - 20 Yrs.
I can invest 20K more per month apart from the existing contribution. I am OK with moderate to higher risk as I want stay invested for 15-20 yrs.
Regards,
Pranjal Sarma
Ans: Hello Pranjal. Your current portfolio diversification sounds good except ABSL PSU Equity Fund. With multiple goal align in next 10-20yrs. I would suggest to consider small cap , midcap , and flexicap categories for your additional portfolio.
