Pls Analyse my Investment Portfolio....
1) Quant Active Fund 8500/mnt
2) Canara Robecco Large and Midcap
Fund 5500/mnt
3) PGIM Mid cap Fund 5500/mnt
4) Mirae Asset ELSS Fund 5500/mnt.....
All funds are Direct and Growth
I don't pay much taxes thus I'm investing lesser amount in ELSS funds....
I'm planning to increase my ELSS investment as my Income Grows.....
Pls Analyse....Tysm
Ans: Your investment portfolio is well-diversified across different mutual fund categories, covering active funds, large & mid-cap, mid-cap, and ELSS. Here's a brief analysis:
Suggestions:
ELSS Investment: As you plan to increase ELSS investment with growing income, it's a good strategy for tax-saving and wealth creation. However, ensure you don't concentrate too much on tax-saving at the cost of diversification.
Risk Assessment: Review your risk tolerance, especially with mid-cap and active funds that can be more volatile.
Regular Monitoring: Keep track of fund performances and market conditions. Consider rebalancing your portfolio if needed to maintain desired asset allocation.
Consult a Financial Advisor: A professional can help you fine-tune your portfolio based on your financial goals, risk tolerance, and market outlook.
Overall, your portfolio seems balanced with a mix of growth-oriented and tax-saving investments. Regular reviews and adjustments will help you stay on track towards your financial goals.