
I am 41 years old. I have a moderate to slightly higher risk appetite. I have the following mutual Funds ( with % of allocation) in my portfolio. Do I need to add/remove/modify anything?
Canara Robeco Bluechip Fund: 18%
Mirae Asset Emerging Bluechip Fund: 18%
PGIM India Midcap Opportunities Fund: 22%
Edelweiss Balanced Advantage Fund: 14%
Navi Nifty 50 Index Fund: 14%
Kotak Small Cap Fund: 14%
--Bodhi S
You are investing in two large cap funds, a large & mid cap scheme, mid cap scheme, balanced advantage scheme, small cap scheme. Apart from the large cap schemes and the balanced advantage scheme, the other schemes are highly risky. It is not clear from your message how much slightly higher risk you are comfortable with. Take an online quiz to find out your risk profile. Once you know your risk profile, make sure all your investments are in line with your risk appetite. Or you may put a number (say, 15%) and invest it in risky investments. If you are not clear about the basics, seek the help of a mutual fund advisor.
Canara Robeco Bluechip Fund: 18%
Mirae Asset Emerging Bluechip Fund: 18%
PGIM India Midcap Opportunities Fund: 22%
Edelweiss Balanced Advantage Fund: 14%
Navi Nifty 50 Index Fund: 14%
Kotak Small Cap Fund: 14%
--Bodhi S
You are investing in two large cap funds, a large & mid cap scheme, mid cap scheme, balanced advantage scheme, small cap scheme. Apart from the large cap schemes and the balanced advantage scheme, the other schemes are highly risky. It is not clear from your message how much slightly higher risk you are comfortable with. Take an online quiz to find out your risk profile. Once you know your risk profile, make sure all your investments are in line with your risk appetite. Or you may put a number (say, 15%) and invest it in risky investments. If you are not clear about the basics, seek the help of a mutual fund advisor.
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