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Can you kindly advise me about my mutual fund portfolio

Thank you for your informative articles. They are very useful. Now kindly advise me about my portfolio: I have started SIP in few mutual funds - 1. Axis Long Term Equity Fund, 2. Reliance Tax Saver, 3. ICICI Prudential Discovery Value, 4. SBI Magnum Multicap Fund, 5. DSP BlackRock Tax Saver Fund, 6. HDFC Balanced Fund. Each Rs. 5000 per month for 20 years. Is it OK?

Sep 12, 2016 by Vipin,   |   Mutual Fund

Thanks for the kind words. Glad that you found our articles informative.

With regards to your mutual fund investments, please note that you have selected good funds from ELSS, diversified and balanced fund category. You may continue with these for the long term.

However, reviewing your mutual fund portfolio is must once every one or two years just to find out if they are aligned with your investment objective and continuing with their good performance.

You may like to read the following in this context –


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