Investing Rs 50,000+ Monthly in Mutual Funds

Published 30th June 2024

The Complexity Factor

Investing Rs 50,000 a month can be complex. However, keeping it simple is key. Too many funds can be overwhelming and unnecessary.

Simple Approach

Start with just two good flexi-cap funds. This straightforward strategy ensures diversification and simplicity.

Long-Term Horizon

If you have a 10-year horizon or more and can handle some complexity, consider adding two small-cap funds to your portfolio.

Flexi-Cap Funds

Flexi-cap funds offer flexibility and can invest across market capitalizations. They adapt to market conditions and provide balanced growth.

Small-Cap Funds

Small-cap funds can add high growth potential to your portfolio. These funds invest in smaller companies with significant growth prospects.

Keep It Simple

Start investing in a simple manner and maintain low complexity. This approach helps manage your investments effectively without getting overwhelmed.