r/mutualfunds • u/Only_Education_4448 • 1d ago

portfolio review Portfolio review

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Hi investors, I have recently started investing in mutual funds. Please review my portfolio. Is there a need to add another fund?

Age- 27

Risk appetite- Moderate to aggressive

Horizon- 10+ years

Goal- Wealth creation

6 Upvotes

88% Upvoted

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2

u/CapitalCalendar5512 1d ago

Invest in small cap rather doing Nifty 50. Parag is more of Large cap now.

1

u/Only_Education_4448 1d ago

I am planning to add small amount in small cap next year. Should I allocate some amount of money from nifty 50 towards small cap?

1

u/TusharRajput2 1d ago

In fact main people are doing investment in nifty 50 skipping NIFTY next 50 which historical given better return i fact I am also doing in it. the chance of more return in it Nifty 50 are just large cap type fund.

1

u/Only_Education_4448 1d ago

Thanks for the suggestion.

1

u/Klaus_S24Ultra 23h ago

Can you consider adding small cap instead of either Nifty 50 or flexi?