u/NewProcess6711

Hello,

Kindly review my portfolio and let me know what can be improved.

Risk Profile - Moderate (Based on UTI Risk appetite survey)

Investment Goal - Financial independence

Investment Horizon - Next 15-20 years

Allocation Details - 12.5K monthly sip.

Allocation as below:

SBI Gold Exchange Traded Scheme - 1.5k

Parag Parikh Flexi Cap Fund - 5k

Quant Small cap Fund - 1k

UTI Nifty 50 Index Fund - 3k

UTI Nifty Next 50 Index fund - 2k

Why I chose the funds : Found these to be the good ones after initial research.

App I use : Groww

I was investing in MO midcap also, but stopped due to poor performance. Retaining the amount. I want to invest 20K more. Please provide good options. Thanks

Hello,

Kindly review my portfolio and let me know what can be improved.

Risk Profile - Moderate (Based on UTI Risk appetite survey)

Investment Goal - Financial independence

Investment Horizon - Next 15-20 years

Allocation Details - 12.5K monthly sip.

Allocation as below:

SBI Gold Exchange Traded Scheme - 1.5k

Parag Parikh Flexi Cap Fund - 5k

Quant Small cap Fund - 1k

UTI Nifty 50 Index Fund - 3k

UTI Nifty Next 50 Index fund - 2k

Why I chose the funds : Found these to be the good ones after initial research.

App I use : Groww

I was investing in MO midcap also, but stopped due to poor performance. Retaining the amount. I want to invest 20K more. Please provide good options. Thanks