Need help consolidating

Portfolio Review

36, 1.4 lakhs per month in hand.

Risk appetite- Aggressive

Investment horizon-20 years.

Goal- Wealth creation

Following are my investments since past 2-3 years. Kindly suggest improvement and consolidation. 🙏🏼

All investments are per month and invested through the AMCs directly without any app.

I’m a DIY investor and made some pretty poor decisions while investing. I had no idea where to put my money and ended up with the following funds:

Axis Small Cap 5000 (no particular reason)
Quant Small Cap 4000 (recency bias in 2021)
Nippon India Small Cap 5000 (recency bias 2021)
Motilal Small Cap 5000 (new NFO)
PPFAS Flexi cap 5000 (US exposure)
Quant Multi cap 4000 (Recency bias 2021)
PGIM Global equity opportunities 5000 (international exposure)
Invesco Contra 5000 (one contra)
SBI Large cap 5000 (opened in 2016 when I got a job)
HDFC Sensex 5000 (index fund)
UTI Nifty 50 5000 (index fund)

Posted Jun 14, 2026, 12:22 PM UTC

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