Hi Team,
Please review my portfolio and suggest if i am on the right track?
Age – 30 years.
Investment Period – 15-25 years.
Goal – 1 – After 15 years 30 Lakh.
Goal – 2 – After 25 years 1.00 Cr. (Including above 30 Lakh)
Investment / month – Rs. 5,000/-
Portfolio present value : Rs. 47,534/-
Portfolio Invested Value: Rs. 50,000/-
Portfolio Details :-
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Scheme
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Wght
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Balanced
|
||
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HDFC Prudence Fund (G)
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15.00%
|
|
|
||
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12.00%
|
|
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Hybrid
|
||
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7.00%
|
|
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Equity Diversified
|
||
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HDFC Equity Fund (G)
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26.00%
|
|
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20.00%
|
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Equity – Banking
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||
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UTI Banking Sector Fund (G)
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20.00%
|
|
|
100.00%
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