Please review my mutual fund portfolio | Wealth Creation + Home Goal
I’ve been investing for about 1.2 years.
Goals:
• Long-term wealth creation (10+ years)
• Home purchase (around 6 years)
Wealth Creation
• BOI Flexi Cap – 20%
• ICICI Nifty Next 50 Index – 20%
• Invesco India Mid Cap – 25%
• Bandhan Small Cap – 25%
• ICICI Gold ETF – 10%
• Axis Liquid Fund (building emergency funds ; will stop this once the goal is achieved)
Home Goal (6 Years)
• UTI Nifty 50 Index
• Invesco Arbitrage Fund (chosen for equity taxation and lower volatility for my home goal)
Risk Profile: Moderate to Aggressive. I’m comfortable with market volatility and temporary drawdowns.
Horizon : 10+ yrs
Pls help review my portfolio. I’d love to hear your feedback & suggestions for improvement
Posted Aug 3, 2026, 2:00 PM UTC
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