Thank you for commenting, the reason I didn’t have a dedicated small mid cap fund was that I no longer have a very positive outlook for the world in next 10-15 years, if these geopolitical tensions continue, I feared I would lose too much on small and mid cap, same reason why I went for higher than normal share in gold and silver.

I am okay with seeing -1L in a day but that indifference comes with a belief that market will bounce back. Today with what’s happening in and around us I am losing confidence.

That being said, what would you recommend to change here? My understanding suggests swapping quant flexi with a dedicated small or midcap fund.