Mutual Fund Portfolio Suggestion for New SIP Investor

krsptr

KF Rookie
Hi All,

Please share your opinion or suggestions for this fund selection and allocations for a new 34-year-old SIP investor who wants to continue for the next 10 years.


Mutual Fund Allocation%Final Fund Name
Large CAP 10Nippon India Large Cap Fund
Multi/Flexi 25Nippon India Multi Cap Fund
Hybrid/Balance/MultiAsset45Quant Multi Asset Fund
Large & Mid Cap20Quant Large and Mid Cap Fund

Please note that the person can invest only in these Indian fund houses due to some restrictions.
Aditya Birla Sun Life Mutual Fund
Nippon India Mutual Fund
Quant Mutual Fund
Sundaram Mutual
UTI Mutual Fund

Your genuine advice is expected here.
 

zacobite

KF Mentor
Hi All,

Please share your opinion or suggestions for this fund selection and allocations for a new 34-year-old SIP investor who wants to continue for the next 10 years.


Mutual FundAllocation%Final Fund Name
Large CAP10Nippon India Large Cap Fund
Multi/Flexi25Nippon India Multi Cap Fund
Hybrid/Balance/MultiAsset45Quant Multi Asset Fund
Large & Mid Cap20Quant Large and Mid Cap Fund

Please note that the person can invest only in these Indian fund houses due to some restrictions.
Aditya Birla Sun Life Mutual Fund
Nippon India Mutual Fund
Quant Mutual Fund
Sundaram Mutual
UTI Mutual Fund

Your genuine advice is expected here.
UTI index / Nippon Small / Quant Flexi are good funds that can be reviewed as well before you decide.. Sundaram ABSL are not leaders. anywhere
 

krsptr

KF Rookie
UTI index / Nippon Small / Quant Flexi are good funds that can be reviewed as well before you decide.. Sundaram ABSL are not leaders. anywhere
Thanks for the suggestion.

Nippon small is good rated fund but fund size is too big. Do you think it is still a good option?

Nippon multi vs Quant Flexi, which one would be better option?
 

zacobite

KF Mentor
Thanks for the suggestion.

Nippon small is good rated fund but fund size is too big. Do you think it is still a good option?

Nippon multi vs Quant Flexi, which one would be better option?
They are all doing well.. u can choose basis ur needs
 

anupkuumar5

KF Ace
If your investment horizon is 10 years, then invest in momentum index. You can invest in Nifty 200 Momentum 30 Index fund through UTI and Nifty 500 momentum 50 Index fund through Nippon. Returns are quite good and since they are index funds, you have no pressure to judge them on performance against their benchmark,
There is an option of Midcap 150 momentum 50 index too, but that is not available through the fund houses mentioned by you.

I suggest you to avoid Quant as of now as their performance has deteriorated after the Front running case.
 

krsptr

KF Rookie
If your investment horizon is 10 years, then invest in momentum index. You can invest in Nifty 200 Momentum 30 Index fund through UTI and Nifty 500 momentum 50 Index fund through Nippon. Returns are quite good and since they are index funds, you have no pressure to judge them on performance against their benchmark,
There is an option of Midcap 150 momentum 50 index too, but that is not available through the fund houses mentioned by you.

I suggest you to avoid Quant as of now as their performance has deteriorated after the Front running case.
Thanks for the suggestion. Could you please suggest any small cap fund and a good hybrid fund?

Multi CAP and Flexi, which one would be better?
 

anupkuumar5

KF Ace
I have already suggested in my post.
1. Nippon Nifty 500 momentum 50 index fund: This index has 50 stocks based on momentum of last 12 months from small, mid and large cap.
2. Nifty 200 momentum 30 Index fund: This has mid and large cap stocks based on momentum in last 12 months.
3. (If possible) Edelweiss Midcap 150 momentum 50 index fund: This fund has 50 stocks from midcap 150 index based on momentum of last 12 months. It has given the highest return among all the 3 since inception (around 22% ROI on SIP).
 
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