MF portfolio review. Suggestions to remove/add funds.

MF portfolio review. Suggestions to remove/add funds.

Had started with investing for just 80C and then have invested in multiple funds.

There are 5 ELSS funds. Axis was giving sub par returns recently, but seems to have started giving good returns again. Mirae Asset Tax Saver is just lumpsum investment couple of times. Don’t have SIP there. I checked the overlap between some of hese funds, it doesn’t look to be too high. (Avg was 20%)

After realising that the investment in Small and Medium Cap was less, I recently added Nippon Small Cap and Mirae Asset Bluechip.

Looking for suggestions to remove or add any Funds. I’m looking at 10+ years horizon, and ready to take moderate risks.


View on r/IndianStreetBets by _please-dont-ban-me_


Zeen is a next generation WordPress theme. It’s powerful, beautifully designed and comes with everything you need to engage your visitors and increase conversions.