I am 42. Up to now I have very little investment. One and half years back I started following SIP and lump sum investment in MF along with I have mediclaim policy for 10 lakh for my family.
1. Axis Midcap Fund regular growth: 1500 per month
2. Kotak Emerging equity fund growth (Regular): 1500 per month
3. SBI small cap fund regular growth: 2000 pre month
4. Canara robeco emerging Equities regular growth: 2000 per month
5. SBI balanced advantage fund regular growth: 1,50,000 Lump Sum
6. Kotak balanced AF Regular growth: 1,50,000 Lump Sum\
7. Canara Robeco Ultra short term fund regular growth: 1,00,000 Lump sum
8. Kotak Saving Fund GRowth regular: 1,00,000 Lump Sum
9. UTI floater fund regular growth: 1,00,000 Lump SUm
10. Rs. 30,000 Shares Of Reliance Industries for long term
11. Rs. 25,000 Shares of Tata Motor for the long term.
12. Sukanya Samrudhi Account: 4000 per month
All funds are in negative now. All this investment I have made for the long term.
I want to know your expert advice if I should continue with this portfolio as all SIPs and MFs are regular and all SIPs are small cap funds.
