Are these mutual funds suitable for a moderate risk-taker?

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

iStock
I am investing Rs 7,500 in the following schemes:
SBI Small Cap Fund: Rs 2,000
Nippon India Small Cap Fund: Rs 2,000
Aditya Birla Sun Life Equity Fund: Rs 1,500
Mirae Asset Large Cap Fund: Rs 1,000
Mirae Asset Emerging Bluechip Fund: Rs 1,000
I want to invest Rs 2,500 extra. Suggest funds for me.
I am investing for 10-15 years, and my risk appetite is moderate. I am looking for consistent returns.
---Anand Srivastava


Long-term investors with a moderate risk appetite are typically asked to invest mostly in multi cap schemes. They are also asked to invest in large cap schemes if they want to diversify their portfolio and reduce the overall risk.

You are currently investing in two small cap schemes, a multi cap scheme, large cap scheme, and large & mid cap schemes. The small cap scheme and large & mid cap schemes do not match your risk profile. They are meant for aggressive investors who can afford to take extra risk and tolerate volatility.


You should ideally invest in one or two multi cap schemes. Here are our recommended multi cap mutual fund schemes: Best multi cap mutual funds to invest in 2020
Download
The Economic Times Business News App
for the Latest News in Business, Sensex, Stock Market Updates & More.
Download
The Economic Times News App
for Quarterly Results, Latest News in ITR, Business, Share Market, Live Sensex News & More.
READ MORE
ADVERTISEMENT

Top Mutual Funds

3 M(%)
6 M(%)
1 YR(%)
3 YRS(%)

READ MORE:

LOGIN & CLAIM

50 TIMESPOINTS

Save with Tax planning SIP's

More from our Partners

Loading next story
Business News › Mutual Funds › Analysis › Are these mutual funds suitable for a moderate risk-taker?
Text Size:AAA
Success
This article has been saved

*

+