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If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
I have been investing in mutual funds for almost three years. My goal is to create a corpus of Rs 50 lakh when I am 35 years old. I am 23 years old now. I have a high risk appetite. Please analyse myportfolioand suggest changes if need be.
1. IDFC Multicap Growth Fund. Investing Rs 2500 per month.
2. Reliance Small Cap Fund. Investing Rs 1000 per month.
4.HDFC Hybrid Equity Fund. Investing Rs 1000 a month.
You are currently investing in a multicap scheme, smallcap scheme, midcap scheme, and an aggressive hybrid scheme. You are investing mostly in multicap and hybrid scheme. As per your risk profile, you should be investing mostly in midcap and smallcap schemes, and a small percent of your corpus in multicap scheme if you want to diversify your portfolio and reduce the overall risk in it. Also, since you have aninvestmenthorizon of 12 years and an aggressive risk profile, you can stop investing in the aggressive hybrid scheme, and start investing in a midcap or smallcap scheme. You should keep a watch on IDFC Multi Cap Fund as the scheme has been struggling in three-year period.
Planning to invest in mutual funds to build a retirement corpus? Here is what you should know.
(If you have any mutual fund queries, message us onET Mutual Fundson Facebook. We will get it answered by our panel of experts.)
(%)Mirae Asset Tax Saver Direct-G3.026.8212.2012.8021.06Invest NowMirae Asset Tax Saver Reg-G2.846.3011.1811.1019.41Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth
ELSS2.276.8912.599.4414.74Start SIPMotilal Oswal Focused 25 Fund Direct-Growth
Large Cap3.909.0710.195.6214.21Invest NowDHFL Pramerica Gilt Direct Plan – Growth
Gilt3.925.676.9612.628.53Invest NowDSP Midcap Direct Plan-Growth
Mid Cap2.183.068.450.8813.60Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth
Conservative Hybrid1.113.736.119.959.06Invest NowDSP Focus Direct Plan-Growth
Multi Cap3.007.9111.476.2811.64Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth
Multi Cap4.316.938.542.1315.13Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth
Mid Cap1.813.448.520.388.50Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth
Large Cap2.998.4512.939.6412.24Invest NowDSP Small Cap Direct Plan-Growth
Small Cap3.734.118.61-5.858.06Start SIPDSP Equity Opportunities Direct Plan-Growth
Large & MidCap1.935.119.794.9514.35Start SIPDSP Credit Risk Direct Plan-Growth
Credit Risk-0.321.18-1.21-1.034.75Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth
ELSS3.664.937.27-1.9916.30Invest NowDSP Tax Saver Direct Plan-Growth
ELSS2.276.8912.599.4414.74Start SIPDSP Liquidity Direct-Growth
Liquid0.611.853.677.607.20Start SIPICICI Prudential Savings Fund Direct Plan -Growth
Low Duration1.092.524.538.807.99Invest NowDSP Savings Direct Plan-Growth
Money Market1.122.414.338.627.09Start SIPDSP Strategic Bond Direct Plan-Growth
Dynamic Bond-2.31-0.770.806.625.99Start SIPDSP 10Y G-Sec Fund Direct-Growth
Gilt with 10 year Constant Duration3.625.005.9313.378.13Start SIPDSP Bond Direct-Growth
Medium Duration-3.36-1.82-1.281.905.99Start SIPDSP Short Term Direct Plan-Growth
Short Duration1.702.915.019.737.83Start SIPDSP Ultra Short Fund Direct Plan-Growth
Ultra Short Duration0.818.104.22.1687.02Start SIPDSP Equity Savings Fund Direct-Growth
Equity Savings1.533.926.575.559.14Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth
Dynamic Asset Allocation1.032.735.048.479.12Start SIPDSP Regular Savings Direct Plan-Growth
Conservative Hybrid1.723.773.591.667.01Start SIPDSP Equity & Bond Direct-Growth
Aggressive Hybrid2.956.2210.537.8912.44Start SIP
– Returns less then 1 year are absolute and above 1 year are annualised.
– Returns of 1 year are absolute and above 1 year are annualised..
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