Investment amount: 15,000
1.Parag parikh flexi - 6,000(40%) 2. Motilal oswal mid cap - 2250 ( from 4500) 3. Hdfc mid cap - 2250 ( from 4500) 4. Quant small cap - 1000 (from 4500) 5. Nippon India small cap - 3500 (from 4500)
Horizon : 25 years Risk: Moderate
Question:
- Is it a good allocation because my horizon is wrong 25 years around. 2.Should I reduce the funds or what. Because from August I'll be investing 10% in global etf. The allocation will become 40% flexi, 30% mid, 20% small and 10% etf as well.
Well I have selected flexi cap the parag Parikh due to it's exposure to global and large cap with consistent returns.
For mid cap motilal oswal has been giving perfect returns recently their performance degrades I know it will bounce back in future that why still investing and hdfc has a consistent performance record.
Small case quant have been giving outstanding returns but the current market is not good for quant but in future it will outperform again that why I'm still investing into this not a lot but a small amount and nippon small cap has been the most consistent performer.