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Ask RoboHello, I am 36 and recently started investment in Mutual funds. Below are the allocations. My goal in wealth creation for my daughter education and retirement at 50. Risk in aggressive. Please advice. . 10K per month in L&T Emerging Businesses Fund, Reliance Small Cap Fund,Aditya Birla Sun Life Small and Midcap Fund ,SBI Magnum Multicap Fund , HDFC Mid Cap Opportunities Fund
Mohamed Saleem asked 9 months ago
1 Answers
Roboadviso answered 9 months ago

Thanks for posting your query.
The funds which you have selected have done very well in last five years. Majority of the SIP is going into Small Cap fund, Small Cap funds are very volatile and if you are comfortable with the volatility  then you should continue your SIPs but incase you are not comfortable with it then you should add some more multi cap funds in portfolio.
The recommended Multi Cap funds which you can consider is as follows.

  1. Mirae Asset India Equity Fund
  2. Motilal Oswal Most Focused Multi Cap 35 Fund 
  3. Kotak Select Focus Fund 

Happy Investing!

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