Portfolio Review Needed
I'm investing in MFs from 2024 April
Risk Appetite: Moderate (According to survey suggested)
Goal: Wealth building
Horizon: 20-25 years
Allocation: Image Attached
App Used: Zerodha Coin for everything
Why these funds: Followed the video of Pranjal Kamra and invested in HDFC Nifty50 index, Parag Parikh and Axis Small Cap (Stopped investing during war and took out some money for a family Activa)
Did some research last week and added Bandhan Small Cap and Quantum Liquid Fund
I'm planning to shift SIP in Quantum to a different Fund or increase another SIP. What I considered for my options:
- Start investing in US markets once zerodha opens US investing in their app(s)
- Increase other SIPs in my other funds.
But I don't know if US indexes or tech market is particularly stable right now. For me those extra 6k are full for high risk. I won't even budge if that falls too. But still I want to analyze what are my best investments right now.
Posted Jul 11, 2026, 1:18 PM UTC