Hi,
below are the funds currently i am investing in. Please let me know any additions/deletions are required for diversification ?
1.Quant smallcap
2.Paragh parokh flexi cap
3. nippon multicap
4.HDFC Balanced advantage fund
Ans: Based on your current portfolio, you have exposure to small-cap, flexi-cap, multi-cap, and balanced advantage funds, which provides diversification across different market segments and investment styles. However, it's essential to periodically review your portfolio to ensure it remains aligned with your investment goals, risk tolerance, and market conditions.
Consider assessing the performance and outlook of each fund, as well as evaluating your overall asset allocation strategy. Depending on your analysis and any changes in your financial situation or objectives, you may choose to make additions or deletions to your portfolio to enhance diversification or address specific investment needs.
Consulting with a financial advisor can provide valuable insights and help tailor your investment strategy to meet your objectives effectively.