Debt investment – PPF – 40K yearly.
MF SIPs for >15 years.
Axis long Term Equity Direct – G: 3000 Rs from sept15
UTI mid-cap Dirct – G: 1000 Rs from sept15
ICICI pru value discovery Direct – G: 1500 Rs April16
DSP Black Rock Micro cap Direct -G:1500 Rs May16
1. Please review my portfolio, any changes you recommend.
2. I checked fund overlap and its below 12%. Wanted to know that from these four funds mid allocation should not be too larger. Just want to ensure that my portfolio should not be inclined on mid-small cap entirely.