In which mutual fund/scheme have you invested largest portion of your funds?
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mutual fund scheme with largest share of investment
- Thread starter pandyag
- Start date
- Replies 172
- Views 11K
Axis equity ELSS
For IT exemption
COSMOCRAT
TF Premier
20% - Parag Parikh ELSS - Flexi-cap with buy + hold strategy
20% - Quant Active - Flexi-cap with an opportunist strategy
20% - ICICI Nasdaq FoF - International exposure
20% - HDFC Sensex - Backbone
12% - MO Midcap
8% - CR Smallcap
Debt - ABSL Money market
Current XIRR gains of 21%
20% - Quant Active - Flexi-cap with an opportunist strategy
20% - ICICI Nasdaq FoF - International exposure
20% - HDFC Sensex - Backbone
12% - MO Midcap
8% - CR Smallcap
Debt - ABSL Money market
Current XIRR gains of 21%
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Mine also Axis LTE ELSS
Myself own research only
Some sites like moneycontrol ET and Value Research helps to get historical information of fund’s performance
Quant small cap growth
SBI small cap
Sbi Magnum mid cap
Canara robeco small cap
SBI contra
One time into icici large cap
I believe Elss doesn't make sense for me since pf already covers it.
SBI small cap
Sbi Magnum mid cap
Canara robeco small cap
SBI contra
One time into icici large cap
I believe Elss doesn't make sense for me since pf already covers it.
Also wife is in
SBI small cap
Quant Elss
Quant small cap
Pgim mid cap
SBI small cap
Quant Elss
Quant small cap
Pgim mid cap
Index fund returns are quite less I guess.
saucy
TF Legend
Kariye research. You won't be disappointed
12-13, de Raha hai, apne ko 20 chahiye 😀
saucy
TF Legend
You do you!
I Will not be a nay-sayer. But I'll challenge you to bring me a good strategy and change my mind.
Also,
Strategy is simple:
Onsite ke paise se Ghar gadi zameen direct cash deke khareed leeya tha.
When I came back to India during covid i switched job to a captive, consequently moved to a different city. Wife started asking to buy new flat but i thought (my prior experience with buying flat, also don't like debt) it will be better to rent. So I motivated her by saying that mf's are giving 20% return to get her off my neck.
If it doesn't give then she will be on my neck again... So that's the strategy i.e. i am hoping it will give 20%.
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Rohith_Kumar_Sp
TF Ace
I've bought gold and Equity which tracks gold etf from small Case bees and Nippon nifty bees. Is that enough? Or should I also invest with UTI nifty 50 in coin app?
Index funds returns are not low, it more or less tracks index. Small & mid caps being high beta, its going to be double edged sword, higher returns during uptrend and even lesser returns during downtrend.
COSMOCRAT
TF Premier
They go through phases. They won't give 20% every year. In fact, midcaps and small caps will give 5-10% for most of the years, some years they will give 20%+, and then comes some years where they will give negative 30-50% which will wipe out major the corpus you've accumulated over the positive years (One and only biggest con of compounding). When your wife sees those big negative numbers, may the cat god be with you.
I'm just assuming (looking at both of your portfolios) that you only looked at past returns and jumped into highest return mutual funds without much research.
Taking a high risk doesn't equate to guaranteed high returns in the equity world.
PS: I'm also invested in them, but they don't form a major part of my allocation, and doing rebalancing once every year.
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