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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