Hi, shifted 7.5% of portfolio to HDFC long duration fund. Thanks for your guidance.
I also have another 7.5% in short duration funds for last 3 years and had invested when interst rates were rising and retuns are pathetic 6%.
Do you suggest to move that too to long durations?.
I have additional 15% of corpus in arbitrage with 7.8% returns.
All this (30% in total) in less risky assets expecting a crash while market went up 30%+ in last couple of months . But then I reaped the benefits of this bull run in blance 70% of portfolio mostly in good flexi/contra funds
Now the story is that large caps will go up this year at expense of small/mid caps. I’m quite clueless of how to navigate. Should I take some exposure to large caps out of 30% I have in arbitrage / debt funds?
Offcourse I know there’s no right answer to this question but then should I wait and route to complete and then move to equity? Your perspective will really help
Regards
Subscribe To Our Free Newsletter |