Please help me

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It seems in the name of diversification you've ended up buying MF in same category from different AMCs 😀
Do seek a professional advice from someone expert in financial domain. That will be better help as your risk profile and all can be different from someone else.

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There is too much of overlaps, u have bought very similar funds from different fund house. I’d suggest to limit to one fund in one category

One balanced (say hdfc)
One flexi(PPFAS)
One bluechip (index funds pefroms better in bluechip with less expense ratio)
One tax saver (quant or dsp or pick any one)
U can keep 2 us funds(nasdaq100 and S&P)

Going forward when investing check the overlaps, specially and keep it minimum

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Thanks a lot for your inputs. I'm in the process of cleaning this up

contact us for discussion @9302340643

Too many funds. Can we connect to have a detail discussion. We are registered investment advisors and can help you with detailed tax and investment planning. If interested, pls drop a whatsapp message at 9414838166.

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