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Do I need to make changes in my mutual fund portfolio?

If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

ET Online|
Dec 06, 2018, 04.05 PM IST
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I have started three SIP in the past one year. I am investing Rs 2,000 each in the following funds:
L&T Emerging Business Fund
DSP Midcap Fund
Kotak Standard Multicap Fund
My investment horizon is 15 years. After one year there is a small dip in the current value of my investment which I understand is because of the market correction.
I would like to know if my current mutual fund portfolio is fine or do I have to change anything?
--Aravind Babu

Deepali Sen, Founder, Srujan Financial Advisors, responds:


The portfolio you have built has a very high concentration towards small and mid cap funds (67 per cent). Please ensure that exposure to mid and small cap funds does not exceed 15-20 per cent. While the funds have been performing well, their universe is high risk. Also, start investing in diversified, large cap mutual funds through SIPs to diversify your portfolio.

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(If you have any mutual fund queries, message us on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.)
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