Hello Everyone, Like every year time to review our mutual fu | Grow With Mutual Fund

Hello Everyone,

Like every year time to review our mutual fund investment strategy and make modification to align our strategy. I have been doing this for couple of years now and have already been sharing my Mutual Fund investment recommendation before to few of you. Here is an update for 2021..

My Timeframe for Investment: 18 Years (Starting 2019, Fresh Start)
Target Year = 2037
Review Period = 1 time in Dec/Jan where we make reshuffling if any.
My Risk Profile = Agressive
2020 Recommended SIP Amount in each Fund = Rs 1800 (This is my Investment, You may choose any amount. Strategy is to have equal investment in all Fund)
% Increase in SIP this Year = ~40% (You may opt for Lower or higher target)
2020 New SIP Amount in each Fund = Rs 2500


2020 Summary in Snap (My SIP is on 16th of every month, so the returns may be +/- depending on your SIP Date)

- Refer Snap Above.

What went good ==> All of the Recommended Funds have performed very well. Parag Parikh Long Term Equity Growth Direct Plan has performed exceptionally well. So we will continue with existing SIP with increased investment.

What's Out from 2020 Recommendation, You need to manually Stop SIP

- None

What to do on Fund Invested in This

- Nippon India Large Cap Dir-G --> Book Profit and invest equally in 2020 Final SIP List, We will place sell order on 04-01-2021 and invest the received amount on 07-01-2021
- HDFC Small Cap Dir-G --> No action will continue to HOLD

2020 Final SIP List

Large Cap Fund
Axis Bluechip Growth Direct Plan

Mid Cap Fund
Axis Mid Cap Growth Direct Plan
Kotak Emerging Equity Scheme Growth Direct Plan

Multi Cap
Parag Parikh Long Term Equity Growth Direct Plan


Final Wording..

Mutual Fund is Subject to market risk, I am not a SEBI registered and all investment guideline shares above is for study purpose. Check with your investment advisor before taking any final decision. Your investment Risk Profile may not match mine, I am not accountable for your Profit or Loss. I am having SIP running in all of the above recommended Funds considering long term investment (18 Years). This Portfolio may or may not be suitable for Lesser terms.

Thanks and Regards,
Ritesh Jain
https://t.me/growwithmutualfunds