Sir what about Hdfc deffence fund ,i am planning to invest five thousand SIP for next 10 years and five thousand in HDFC multi cap fund for next 10 years .
Kindly suggest .
Ans: Hello, I prefer to take some exposure in thematic funds after a person has created enough capital in basic funds like mid cap , small cap , multi cap , etc as these funds are bottom up approach whereas thematic funds are top to bottom approach. Hence themes should only be 10-15% of your portfolio and should be reviewed or watched closely.
If you intend to do an sip of 10K , you should add 3k in mid cap , 3k in small cap , 2k in multi cap and 2k in defence fund.
Let me know your thoughts on the same
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