Thank you, Mudit.
To your question, yes I did dabble with MFs early in my journey but with time and confidence, I moved towards having direct exposure to individual companies and their respective themes and risks.
However, if you look at the portfolio, I do have exposure to specific themes via baskets like NASDAQ (via MOST 100 ETF) or Indian banks (via BANK BEES ETF) alongside TATA INVEST CORP (Tata group cos) – totalling ~20% of overall equity exposure. Personally, that works for me and I intend to keep it for now.
Discl: I am not a SEBI registered advisor. So please use your discretion to make any buy/sell decision and not use the above as a recommendation.
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