Managing a large investment portfolio can become complicated when it includes multiple insurance policies, mutual funds and traditional assets. At this stage, the focus may not need to be on adding more investments, but on making the existing portfolio simpler, more efficient and better aligned with long-term goals.
An investor who is investing in mutual funds, property and ULIPs reached out to ETMutualFunds seeking advice on his portfolio. His mutual fund portfolio includes funds such as Kotak Small Cap Fund, Parag Parikh Flexi Cap Fund, Canara Robeco Large Cap Fund, ICICI Prudential US Bluechip Equity Fund, HDFC Small Cap Fund and Axis Mid Cap Fund.
