Actively investing in only 3 Funds ( PPFAS Flexi cap, Mirae ELSS & Mid-cap)
| Fund Name | % of Total |
|---|---|
| Parag Parikh Flexi Cap Dir-G | 36.56 |
| Mirae Asset ELSS Tax Saver Dir-G | 18.02 |
| Mirae Asset Large & Midcap Dir-G | 16.46 |
| Mirae Asset Midcap Dir-G | 11.7 |
| Motilal Oswal ELSS Tax Saver Dir-G | 6.67 |
| Franklin India Focused Equity Dir-G | 6.39 |
| Franklin India ELSS Tax Saver Dir-G | 2.2 |
| Quant ELSS Tax Saver Dir-G | 0.81 |
| Period | XIRR |
|---|---|
| 1Yr | 39.90% |
| 3Yr | 21.80% |
| 5Yr | 22.10% |
In the Goal Sheet, I keep Expected returns on EQ are 12% & 8% for FI/GOLD post-tax
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