portfolio-globals-list - PrimeInvestor

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).

Portfolio	Proportion	Notes
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.

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