Advice on mildly aggressive portfolio

#1
Hi,
Please advice me on a mildly aggressive portfolio. I Intend to invest for 3-5 years via sip.

My current portfolio is: ( have attached a detailed consolidated statement too)
BSL Dividend Yield Plus-G - 2000
HDFC Top 200-G - 3000
ICICI Pru Focused Bluechip Equity Retail-G - 2000
IDFC Premier Equity Plan A-G - 2000

Should I be investing in Gold ETF/funds along with these?

Thanks in advance for the advice.
 
#2
Your portfolio looks fine, except that I would have interchanged 3000 allocation between HDFC Top 200 and ICICI Bluechip. This would give you an allocation pattern of

Large cap (3000) - 33%
Large & Mid cap (4000) - 47%
Mid & Small cap (2000) - 20%

You can invest in Gold ETFs and I would definitely recommend locking some money (maybe your contingency money) in FDs as there are some very attractive interest rates being offered by Banks.

If you wish to make your portfolio a bit more aggresive, I would recommend adding HDFC Mid-cap opportunities to your kitty which will give a zing to portfolio. However, please do take a judicious call based on your current lifestyle and immediate needs.

Happy Investing !!
 

Similar threads