Hello Fellow Investors and Experts,
I really like the idea of investing and enhancing your wealth. I'm new to investment with no experience. I've created below portfolio to start my investment journey. My time horizon is for 15 years and diversity is key attribute for me so, please review the below portfolio with keeping above attributes in mind.
Funds
--------
> Objective - Tax saving
> PPF
> amount - 8334 per month
> started - somewhere in 2014
> HDFC Taxsaver Fund Regular (D)
> amount - 5000
> started - 20 Oct 2017
> duration - 15 years
> market cap - large
> Objective - Long term and focus (sectoral)
> L&T Infrastructure Direct (G)
> amount - 5000
> started - 14 Apr 2018
> duration - 15 years
> market cap - mid
> Objective - Long term and Diverse
> Invesco India Contra Fund Direct (G)
> amount - 5000
> started - not yet
> duration - 15 years
> market cap - multi.
> Reliance Small Cap Fund Direct (G)
> amount - 5000
> started - not yet
> duration - 10 years
> market cap - small
Sector break down
---------------------
I'm only considering sectors which have a share greater than 5 percent in the fund.
> HDFC Taxsaver Fund
Construction (10%)
Energy (25%)
Financial (27%)
Technology (8%)
> L&T Infrastructure
Communications (9%)
Construction (39%)
Energy (19%)
Metals (15%)
> Invesco Contra Fund
Automobile (10%)
Construction (7%)
Energy (9%)
Engineering (7%)
Financial (26%)
Healthcare (7%)
Technology (11%)
> Reliance Small Cap Fund
Chemicals (13%)
Constructions (11%)
Engineering (14%)
Financial (8%)
FMCG (15%)
Technology (6%)
Textiles (6%)
I'm open to any feasible change to my portfolio so please don't hesitate in suggesting something new. I would probably can go for one more fund so if someone have a good suggestion then please let me know.
Happy investing !
Cheers,
CL
I really like the idea of investing and enhancing your wealth. I'm new to investment with no experience. I've created below portfolio to start my investment journey. My time horizon is for 15 years and diversity is key attribute for me so, please review the below portfolio with keeping above attributes in mind.
Funds
--------
> Objective - Tax saving
> PPF
> amount - 8334 per month
> started - somewhere in 2014
> HDFC Taxsaver Fund Regular (D)
> amount - 5000
> started - 20 Oct 2017
> duration - 15 years
> market cap - large
> Objective - Long term and focus (sectoral)
> L&T Infrastructure Direct (G)
> amount - 5000
> started - 14 Apr 2018
> duration - 15 years
> market cap - mid
> Objective - Long term and Diverse
> Invesco India Contra Fund Direct (G)
> amount - 5000
> started - not yet
> duration - 15 years
> market cap - multi.
> Reliance Small Cap Fund Direct (G)
> amount - 5000
> started - not yet
> duration - 10 years
> market cap - small
Sector break down
---------------------
I'm only considering sectors which have a share greater than 5 percent in the fund.
> HDFC Taxsaver Fund
Construction (10%)
Energy (25%)
Financial (27%)
Technology (8%)
> L&T Infrastructure
Communications (9%)
Construction (39%)
Energy (19%)
Metals (15%)
> Invesco Contra Fund
Automobile (10%)
Construction (7%)
Energy (9%)
Engineering (7%)
Financial (26%)
Healthcare (7%)
Technology (11%)
> Reliance Small Cap Fund
Chemicals (13%)
Constructions (11%)
Engineering (14%)
Financial (8%)
FMCG (15%)
Technology (6%)
Textiles (6%)
I'm open to any feasible change to my portfolio so please don't hesitate in suggesting something new. I would probably can go for one more fund so if someone have a good suggestion then please let me know.
Happy investing !
Cheers,
CL