I am 29 and a beginner in SIP investment. Please review my portfolio and provide me your precious comments.
I am planning on starting following SIP funds (first 3 already started for 10 years).
1) Large Cap: ICICI Prudential Focused Bluechip Equity Retail -1000 Rs.
2) Large & Mid Cap: HDFC Top 200 -1000 Rs.
3) Mid & Small Cap: IDFC Premier Equity (A) - 2000 Rs.
4) Multi Cap: Quantum Long Term Equity - 1000 Rs.
5) Hybrid Equity: HDFC Prudence - 1000 Rs.
6) Balanced: HDFC Balanced - 1000 Rs.
7) Gold/World Gold fund/ETF??? - Need suggestion here - 1000 Rs.
I plan to increase the individual SIP amounts in future as I have that option.
Please let me know if my portfolio is OK for long term wealth creation (10 years). Also I might need some liquidity after 5 years.
Kindly advice...
I am planning on starting following SIP funds (first 3 already started for 10 years).
1) Large Cap: ICICI Prudential Focused Bluechip Equity Retail -1000 Rs.
2) Large & Mid Cap: HDFC Top 200 -1000 Rs.
3) Mid & Small Cap: IDFC Premier Equity (A) - 2000 Rs.
4) Multi Cap: Quantum Long Term Equity - 1000 Rs.
5) Hybrid Equity: HDFC Prudence - 1000 Rs.
6) Balanced: HDFC Balanced - 1000 Rs.
7) Gold/World Gold fund/ETF??? - Need suggestion here - 1000 Rs.
I plan to increase the individual SIP amounts in future as I have that option.
Please let me know if my portfolio is OK for long term wealth creation (10 years). Also I might need some liquidity after 5 years.
Kindly advice...