Posts Tagged “15”

Is my mutual fund portfolio appropriate to create wealth in 15 years?

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Is my mutual fund portfolio appropriate to create wealth in 15 years?

I am 35 years old. I have a medium risk appetite and want to create maximum wealth by investing Rs 20,000 per month for a period of 15 years. I also invest a lumpsum whenever I find an opportunity in the market. I am investing in the following mutual funds: HDFC Small Cap Fund: Rs 5,000…

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Is my mutual fund portfolio allocation correct to get Rs 3 crore in 15 years?

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Is my mutual fund portfolio allocation correct to get Rs 3 crore in 15 years?

I have SIP in the following mutual funds. My target is to create Rs 3 crore in 15 years. These SIPs have been active for the last one year. Please advise if the allocation is right. Aditya Birla SL Frontline Equity – Rs 4,000 Mirae Asset India Equity Fund – Rs 5,000 Franklin Focussed Equity Fund- Rs 4,000 HDFC Capital…

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