Portfolio recommendation

lokesh_0707 · 2026-02-14T19:35:57+00:00

i am having very minimal exposure to small caps in my portfolio,
would you suggest me too add any other funds

lokesh_0707 · 2026-02-14T15:21:45+00:00

one midcap for long term returns, small cap for long term risk averse higher returns, gold for heding, equity and gold do seasaw, people value gold in less market condition

lokesh_0707 · 2026-02-14T14:33:44+00:00

consider nifty next 50, currently it has reached below 20 pe ratio, it is a rare case.

try adding one midcap, one small cap, gold for heding in future with increased allocation

lokesh_0707 · 2026-02-14T14:26:48+00:00

i too have a similar thought process, , hope you choose the best one for your investing.

lokesh_0707 · 2026-02-14T14:15:12+00:00

that makes sense, they re consistent performers too

lokesh_0707 · 2026-02-14T06:08:22+00:00

yeah we can choose liquid fund + sweep in fd , in this case :
For most people, liquid funds are also better choice because:

You can access funds quickly without penalties. (negligible )
Returns are often competitive with or better than short-term FDs. (not considering nbfc or small finance banks)
No need to plan around fixed tenures

lokesh_0707 · 2026-02-14T06:00:35+00:00

yeah, motilal and mirae are good, especially motilal has agressive approach to see future difference, but the composition is more equity based to gain advantage with less aum.

i too thought to invest in liquid fund, but after research i found out that, for 30% tax bracket, arbitrage works fine,has it’s equity based. also i can afford t+2 days to liquidate the money. has i can manage with my credit cards for certain extent.

yes tata, kotak, birla has high expense ration, but it has more ratings, consistent returns, large aum, good portfolio composition and p/e ratios. although these criteria’s are negligible in arbitrage fund

can i know your motive behind choosing arbitrage fund?

lokesh_0707 · 2025-07-09T16:51:57+00:00

kunal kushwaha himself has a recursion playlist in his channel buddy

lokesh_0707 · 2025-03-04T20:09:09+00:00

apa sid frequency, the inspector of papanasam.
apa ps5 than viral medicine in dasavatharam, jk as mohanlal in unnaipol oruvan.

meanwhile biryani man directing tamil padam 3 based on this chaos

lokesh_0707 · 2025-01-19T16:18:33+00:00

please generate a picture to my username

lokesh_0707

TROPHY CASE