u/Efficient_Drink5916

My mutual fund 50K SIP portfolio:

1. Tata arbitrage fund: 12K

2. Axis global equity alpha FOF: 8K

3. Nippon Nifty 500 low volatility 50 index fund: 10K

4. Motilal Nifty midcap 150 index fund: 8K

5. Axis Gold Fund: 4K

6. Axis Nifty 500 quality 50 index fund: 4K

7. Axis Nifty 500 value 50 index fund: 2K

8. Edelweiss nifty smallcap 250 index fund: 2K

30 year old. Long term horizon. The goal is wealth creation. Risk appetite is moderate to aggressive. Using the Groww app. All the funds are direct funds.

✅ Arbitrage fund will be used only as DRY POWDER during deep corrections of at least 10-15%. And will be deployed only in midcap, smallcap and quality index funds. It will also be used in case of any emergency.

✅ Axis global equity alpha FOF for global (US specific diversification). I would like to invest in the Motilal S&P 500 index fund, but sadly that's not accepting any new inflow.

✅ Nifty 500 Factor indices for better diversification and inclusion of mid and small cap growth from nifty 500 family. Index funds in general for avoiding fund manager bias in long term. Multiple factors because they are cyclical and often rotate leadership. That smoothens the overall volatility.

✅ Smaller allocations in mid and small cap indices because I want to invest in them when they correct so much for higher XIRR.

✅ AXIS GOLD FUND for hedge.

I wanted to have non co-related assets so that my overall volatility is reduced. I expect 12-14% CAGR (1-2% extra with timely deployment of arbitrage fund) which is more than Nifty 50's 11-12% with less volatility. I expect portfolio level standard deviation to be around 10-11 (compared to nifty 50's - 13) and portfolio beta of around 0.7- 0.8 (compared to nifty 50's 1.00). Let's have some discussion.

My mutual fund 50K SIP portfolio:

1. Tata arbitrage fund: 12K

2. Axis global equity alpha FOF: 8K

3. Nippon Nifty 500 low volatility 50 index fund: 10K

4. Motilal Nifty midcap 150 index fund: 8K

5. Axis Gold Fund: 4K

6. Axis Nifty 500 quality 50 index fund: 4K

7. Axis Nifty 500 value 50 index fund: 2K

8. Edelweiss nifty smallcap 250 index fund: 2K

30 year old. Long term horizon. The goal is wealth creation. Risk appetite is moderate to aggressive. Using the Groww app. All the funds are direct funds.

✅ Arbitrage fund will be used only as DRY POWDER during deep corrections of at least 10-15%. And will be deployed only in midcap, smallcap and quality index funds. It will also be used in case of any emergency.

✅ Axis global equity alpha FOF for global (US specific diversification). I would like to invest in the Motilal S&P 500 index fund, but sadly that's not accepting any new inflow.

✅ Nifty 500 Factor indices for better diversification and inclusion of mid and small cap growth from nifty 500 family. Index funds in general for avoiding fund manager bias in long term. Multiple factors because they are cyclical and often rotate leadership. That smoothens the overall volatility.

✅ Smaller allocations in mid and small cap indices because I want to invest in them when they correct so much for higher XIRR.

✅ AXIS GOLD FUND for hedge.

I wanted to have non co-related assets so that my overall volatility is reduced. I expect 12-14% CAGR (1-2% extra with timely deployment of arbitrage fund) which is more than Nifty 50's 11-12% with less volatility. I expect portfolio level standard deviation to be around 10-11 (compared to nifty 50's - 13) and portfolio beta of around 0.7- 0.8 (compared to nifty 50's 1.00). Let's have some discussion.

My mutual fund 50K SIP portfolio:

1. Tata arbitrage fund: 12K

2. Axis global equity alpha FOF: 8K

3. Nippon Nifty 500 low volatility 50 index fund: 10K

4. Motilal Nifty midcap 150 index fund: 8K

5. Axis Gold Fund: 4K

6. Axis Nifty 500 quality 50 index fund: 4K

7. Axis Nifty 500 value 50 index fund: 2K

8. Edelweiss nifty smallcap 250 index fund: 2K

30 year old. Long term horizon. The goal is wealth creation. Risk appetite is moderate to aggressive. Using the Groww app. All the funds are direct funds.

✅ Arbitrage fund will be used only as DRY POWDER during deep corrections of at least 10-15%. And will be deployed only in midcap, smallcap and quality index funds. It will also be used in case of any emergency.

✅ Axis global equity alpha FOF for global (US specific diversification). I would like to invest in the Motilal S&P 500 index fund, but sadly that's not accepting any new inflow.

✅ Nifty 500 Factor indices for better diversification and inclusion of mid and small cap growth from nifty 500 family. Index funds in general for avoiding fund manager bias in long term. Multiple factors because they are cyclical and often rotate leadership. That smoothens the overall volatility.

✅ Smaller allocations in mid and small cap indices because I want to invest in them when they correct so much for higher XIRR.

✅ AXIS GOLD FUND for hedge.

I wanted to have non co-related assets so that my overall volatility is reduced. I expect 12-14% CAGR (1-2% extra with timely deployment of arbitrage fund) which is more than Nifty 50's 11-12% with less volatility. I expect portfolio level standard deviation to be around 10-11 (compared to nifty 50's - 13) and portfolio beta of around 0.7- 0.8 (compared to nifty 50's 1.00). Let's have some discussion.