My Portfolio Structure as of October 6, 2024
I wanted to share my current portfolio distribution and thoughts on my investment strategy. Here’s how my assets are allocated:
| Assets | Net Worth (%) | Expected Distribution (%) |
|---|---|---|
| Indian Mutual Funds | 13 | 20 |
| Indian Equity | 8 | 10 |
| US Equity | 1 | 5 |
| NPS Tier I | 14 | 20 |
| NPS Tier II | 1 | 0 |
| EPF | 18 | 20 |
| PPF | 29 | 20 |
| RD | 9 | 0 |
| SSY | 7 | 5 |
| TOTAL | 100 | 100 |
Indian Mutual Fund Breakdown
I view my mutual fund investments as key long-term wealth creators. Here’s a closer look at my current distribution:
| Fund | Net Worth (%) | Expected Distribution (%) |
|---|---|---|
| PPFAS | 52 | 30 |
| PPCHF | 20 | 0 |
| Navi US Total Stock | 14 | 15 |
| Old Bridge Focused Equity | 6 | 30 |
| MO Gold & Silver FoF | 3 | 5 |
| Tata Midcap 150 Mom 50 | 3 | 20 |
| Tata Liquid Fund | 2 | 0 |
| TOTAL | 100 | 100 |
Focus on Indian Equity
My Indian Equity is mostly focusing on small & micro cap as I believe Small cap funds do not have the freedom that the retail investors have w.r.t to Market cap and liquidity.
| Sr No. | Indian Equity | Net Worth (%) | Reason |
|---|---|---|---|
| 1 | Praj | 8 | Green energy theme |
| 2 | Shivalik | 7 | Proxy to meters |
| 3 | ACE | 7 | Construction |
| 4 | Samvardhana Motherson | 7 | Automotive |
| 5 | Skipper | 6 | Power theme |
| 6 | Nuvama | 6 | Investment |
| 7 | Interglobe Aviation | 5 | Aviation |
| 8 | Raymond Lifestyle | 5 | Special situation |
| 9 | KPIT | 5 | IT |
| 10 | Sanghvi Movers | 4 | Construction |
| 11 | Genus Power | 4 | Power theme |
| 12 | Ganesha Eco | 4 | Green energy theme |
| 13 | Zen Tech | 4 | Defence |
| 14 | Pondy Oxides | 4 | Circular economy |
| 15 | Premier Energies | 4 | Green energy theme |
| 16 | Welspun Enterprises | 3 | Circular economy |
| 17 | Triveni Turbine | 3 | Green energy theme |
| 18 | Sterling | 3 | Green energy theme |
| 19 | HPL Electric | 3 | Power theme |
| 20 | Ion Exchange | 3 | Circular economy |
| 21 | Senco Gold | 2 | Proxy to gold |
| 22 | Shriram Finance | 2 | Special situation |
| 23 | Indo Tech | 1 | Power theme |
| 24 | Blue Star | 1 | Proxy to Data Center |
| 25 | Agro Tech Foods | 1 | Special situation |
| TOTAL | 100 |
I welcome any questions or suggestions you might have! Stay tuned for more details in my next post.
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