Have I selected the right schemes for investing through SIP

I am willing to take moderate risk 35k had been distributed in this way, please check if all okay or not, I am willing to continue 10 to 12 years (long term). Target 12% to 14 % return - a) Large Cap - 1. Kotak Select - 5k, 2. SBI Blue Chip - 5k. b) Small and Mid Cap - 1. Mirac Asset Emerging Blue Chip - 5k, 2. Reliance Small Cap - 6k. c) Diversified Equity - 1. Aditya Birla Sun Life Advantage Fund - 5k. d) Balanced Fund - 1. SBI Magnum Balanced Fund - 9k. Please advice, if you think to change any fund?

Mar 9, 2018 by David Harry, | Mutual Fund

Even though the funds selected by you are all good performing from their respective categories, they are not suitable to you as your risk profile is ‘Moderate’.

Considering your risk profile and the time horizon of 10 to 12 years, we think, only balanced funds will suit you. Therefore, selection of SBI Magnum Balanced Fund is okay.

You should reconsider your scheme selection before starting the SIPs.

In case you need help in selecting the top schemes across any category, you can refer the following link - https://www.advisorkhoj.com/mutual-funds...

Hope the above helps ! Thanks for writing to Advisorkhoj !!

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