thank you for your comments. May be I should have elaborated more on my proposed mutual fund portfolio.
Idea will be to have a 80% core and 20% satellite portfolio where 80% of the portfolio will have run of the mill index funds and the balance could be active / focussed / factor based funds.
Given the current valuations, large cap would be atleast 60-65% of the current portfolio with balance divided equally in mid and small cap. The endeavour will be to have a 50:25:25 portfolio in the long term which can be achieved by doing SIPs only in mid and small caps or rebalancing the portfolio after 3-4 years.
Subscribe To Our Free Newsletter |