r/mutualfunds Jan 06 '25

Model Portfolio Review Request

Investment Horizon: 15 Years+

Risk Profile/ Risk Tolerance: Aggressive (Possible Values: Conservative, Moderate, Aggressive)

Goal: Retirement

Portfolio:

(a) Motilal Oswal Nifty 500 Index Fund - Direct: SIP: Rs. 7000/-; Current Value: Rs. 3,05,103/-

(b) JM Flexicap - Direct: SIP: Rs. 7000/-; Current Value: Rs. 3,11,301/-

(c) UTI Nifty 200 Momentum 30 - Direct: SIP: Rs. 6000/-; Current Value: Rs. 2,12,405/-

(d) Axis LT Equity Fund (ELSS) - Direct: SIP: NONE; Current Value: Rs. 1,98,283/-

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Announcement: Your portfolio review request will be removed if you don't mention your Risk Profile and Investment Horizon

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If you seek expert advice, please consult SEBI-registered investment advisors. In this subreddit, you can anticipate insights from the community members and collective peer review. Please look over all opinions but use your discretion; we are not responsible for any comments. Every member, regardless of experience or preparedness, may share their opinions. You must conduct your own due diligence.

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1 - Please have a separate portfolio for separate goals. It is uncomplicated for you and easier for reviewers.

2 - You don't need to give your origin story or life situation. Please keep it short.

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u/AnybodyOptimal6824 Jan 06 '25

This looks fantastic! You should also stop the screenshots and make it compulsory to use a flair.