How I diversify the investment among funds? - Basunivesh

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GAUTHAM asked 9 months ago

Hi
I have decided my goals ,time frame for them and the amount needed for them, debt-equity mix for them as per your earlier articles. For the equity component, I am thinking of MF SIP Route as below.
One diversified fund+One ELSS Fund+one mid cap fund+one small cap fund
Please advise what should be the % of my investment in each of the above funds

Question Tags: diversify the investment among funds

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basunivesh Staff answered 9 months ago

Whether you checked the portfolio overlapping with respect to ELSS against other funds??

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GAUTHAM answered 9 months ago

i checked and the portfolio is as below
ELSS VS DIVERSIFIED – 12%
ELSS VS SMALL CAP – 9%
ELSS VS MIDCAP -15%
Please suggest

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basunivesh Staff answered 9 months ago

Good…where you checked?

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GAUTHAM answered 9 months ago

i checked in http://fundpicker.thefundoo.com/Tools/PortfolioOverlap

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basunivesh Staff answered 9 months ago

You are on right track now. Try to make sure that around 40% to 50% towards large cap, rest 60% to 50% diversified between small and mid cap. Remember to allocate the debt portion as per your goal timeframe.

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