About portfolio: This is a high-risk portfolio with 80% exposure to equity. This needs a minimum 5-7-year time frame. You should be willing to take short-to-medium-term losses linked to markets. The portfolio has a combination of local and global index funds, a value fund and an aggressive small-cap fund. In debt, it has a marginally high-credit risk taking debt fund.
Make sure you have our emergency portfolio in addition (to give link).
|ICICI Prudential Nifty Next 50 Index Fund||20%||Invest in the next 50 largest companies after the Nifty 50|
|Invesco India Contra Fund||20%||A value fund with 20% in growth stocks|
|HDFC Small Cap Fund||25%||Expect volatility and sharp falls in down markets|
|Motilal Oswal Nasdaq 100 Fund of Fund||15%||Mirrors US-based Nasdaq 100 ETF. Investments are only in Indian rupee but returns are subject to dollar-rupee fluctuations. Taxed like debt fund.|
|Franklin India Ultra Short Bond Fund||20%||Holds a marginally higher risk. Use our follow feature to keep tab of our reviews on the fund and the portfolio.|