Hi sir i am investing in SIP mode, 1 Nippon largecap 2 Icici multicap 3 absl frontline equity 4 miare mid and large cap 5 axis mid cap all 5 1.5 k each and Hdfc 1k each.. feo past 3-5 years... pls advise your view ..also want to add more 10k for 5-10year horizon in quant floxi and nifty 50 index fund pla advise bestbone in infex fund and its ok to add quant flexi fund 5k sip
Ans: It's great to see your commitment to SIP investing over the past few years. Let's discuss your current portfolio and future investment plans:
• Your SIP portfolio comprises a mix of large-cap, multi-cap, mid-cap, and hybrid funds, providing diversification across market segments.
• Nippon, ICICI, ABSL, Mirae, and Axis are reputable fund houses with strong track records, which is a plus for your portfolio.
• Adding HDFC funds adds further diversification, contributing to a well-rounded investment strategy.
Regarding your plan to add more funds:
• Investing an additional 10k for a 5-10 year horizon is a smart move, especially if you're aiming for long-term growth.
• Considering Quant flexi and Nifty 50 index funds is a good idea. Index funds offer low-cost exposure to the broader market, which can complement actively managed funds in your portfolio.
A few considerations:
• Ensure that the new additions align with your risk tolerance and investment goals.
• Regularly review your portfolio to ensure it remains diversified and aligned with your financial objectives.
• Keep an eye on the performance of each fund and consider making adjustments if needed.
Overall, your investment approach seems well-structured, and adding more funds for long-term growth is a step in the right direction. Remember, investing is a journey, and staying committed to your financial goals will yield fruitful results over time. If you have any further questions or need assistance, feel free to reach out. Happy investing!
