As I am getting increment shortly and my last year’s SIP is getting over.
1 Large Cap : ICICI focused blue chip -2k per month
2. Large and Midcap – 2k per month
3. Mid & Small cap -2k per month
What is your opinion on the portfolio ? Should i increase the SIP amount or look for funds under other category or change the funds in these category ?
Our earlier communication attached below for reference.
Suresh Krishna says
November 6, 2015 at 10:06 AM
Waiting for this as I am following this piece of article every year. My Mutual fund portfolio as below:
1 Large Cap : ICICI focused blue chip – I guess OK as per your advice
2. Large and Midcap – ICICI Prudential dynamic growth – Is it better to switch to ICICI Pru value discovery ?
3. Mid & Small cap – IDFC premier equity fund – What should i do?
requesting you to advice .
Then first make sure you have debt:equity in the ratio 40:50. In equity continue the same funds which I said YES. For debt, use short term or ultra short term debt funds.