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Mutual Fund Corner: Is my mutual fund asset allocation right?

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Mutual Fund Corner: Is my mutual fund asset allocation right?

Jan 1, 2019 12:05 PM

Want to invest in mutual funds but don’t know how to go about it?

Live TV

Get all your mutual fund related queries answered by our expert, Pankaj Mathpal, managing director, Optima Money Manager, on our show Mutual Fund Corner.

Q: 37-year-old Raghav Sabharwal writes us from New Delhi. Made sufficient investment in life insurance, medical insurance and contingency fund. I have SIP's running in the below mentioned funds.

HDFC Small Cap Fund - Direct Plan (G)

Kotak Standard Multicap Fund - DP - Growth

Axis Bluechip Fund - Direct Plan (G)

ICICI Prudential Bluechip Fund - Direct Plan - Growth

Invesco India Contra Fund-Direct Plan Growth

RELIANCE SMALL CAP FUND - DIRECT GROWTH

My horizontal goal is long term wealth creation of Rs 75,000 monthly. Advise if the above mentioned funds are good to continue with or needs change?

A: All schemes are good but you are missing mid cap fund in your portfolio. Add L&T Mid Cap or Kotak Emerging Equity Fund.

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Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

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