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Ramalingam Kalirajan 6971 Answers |Ask - Follow

Mutual Funds, Financial Planning Expert - Answered on Apr 12, 2024

Asked on - Dec 12, 2023Hindi

Money

Hi sir, Pl review my portfolio and suggest if any improvement is required. I have following SIP per month. 1. ICICI focused bluechip - 15000 2. HDFC midcap opportunity - 5000 3. Nippon Pharma fund -5000 4. HDFC top 200 - 3000 5. Franklin India small cap - 5000 6. ICICI Innovation fund - 5000

Ans: Your portfolio appears well-diversified, covering large-cap, mid-cap, and sector-specific funds. However, consider reviewing the performance of Franklin India Small Cap Fund due to recent market dynamics. Assess if it aligns with your investment goals and risk tolerance. Additionally, periodically review all funds to ensure they continue to meet your objectives and market conditions. Consulting with a financial advisor may offer personalized insights for optimization.

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DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

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