I’ve been investing for the past 5 years with a long-term wealth-building goal and would appreciate your feedback on my current mutual fund portfolio.
My MF portfolio:
Canara Robeco Small Cap Fund
Quant Small Cap Fund
Motilal Oswal Midcap Fund
UTI Nifty 50 Index Fund
UTI Nifty Next 50 Index Fund
UTI Nifty 200 Momentum 30 Index Fund
Parag Parikh Flexi Cap Fund
I’ve tried to diversify across market caps and styles (active + passive). Please share your insights on:
Is the portfolio well-balanced in terms of overlap?
Any suggestions for adding any new fund(s) for better diversification ?
My investment horizon is long term (7–10 years or more), and I’m comfortable with moderate-to-high risk. The goal is wealth building. Currently investing 1.5L per month but interested in starting a new fund for a monthly SIP of 40-50k
Looking forward to your expert feedback and suggestions!
just paste your portfolio in chatgpt and ask for a detailed review and comparison of performance and risk metrics. I am sure it will be very helpful. Ask chatgpt the questions mentioned. It will give you a very good insight. I did a similar review with my portfolio.
Hi, thank you for the suggestion. I’m not looking for an AI-managed financial advisor. I am looking for suggestions and advice from investors.. Here we have several investors who could help me out. Intention isn’t to counter you but to clarify my requirements
That is okay. I am not suggesting an AI Financial Advisor. But the analysis part will be much easier. Some metrics that test Mutual Fund Manager’s Performance over the years, is difficult to calculate manually. AI Tools can simply it for you.
Also, comparing various mutual funds, be it in your holdings or any suggestions from our forum members, in GPT, will reduce the time required for analysis.
