I am currently invested in Large and mid cap, small cap, equity-tech, and balanced advantage mutual funds should i look to diversify my portfolio or should i keep invested in current portfolio as i am currently looking to add infrastructure mutual fund but its showing portfolio overlap of 25-30%, also i am considering mirae fang+ fof can you guide me through of any corrections or additions to my portfolio?
Ans: Thank you for sharing your current investment portfolio and your considerations for adding an infrastructure mutual fund and Mirae FANG+ FoF. Given your existing holdings and the potential portfolio overlap with the infrastructure fund, I recommend reviewing your current allocation to ensure adequate diversification across sectors and asset classes. Adding the Mirae FANG+ FoF could provide exposure to global technology giants, enhancing diversification. However, it's essential to assess your risk tolerance and investment objectives before making any changes. For personalized guidance tailored to your financial goals, please schedule a consultation with a financial planner.
Best regards,
Ramalingam, MBA, CFP
Chief Financial Planner