MF Portfolio: Feb 2017

Disclaimer: This is just a running diary where I consolidate my portfolio status on a monthly level, usually at the end of the month. This is in NO WAY an Investment Advice and is not intended to be a recommendation. Please check with a SEBI registered financial adviser for legal advice before investing.

Over the past few months, I have focused on converting most of my funds into DIRECT investments without any broker. Except for an ELSS fund due to lock-in and couple of Debt Funds which make up my emergency fund corpus, rest all have been moved to DIRECT as below.

One new addition has been the investment a few close ended funds which map very well with our goals. Their performance in this short window has been exemplary.

Self Portfolio


Spouse Portfolio



  • Cells with light orange shading are still REGULAR funds
  • Grayed out cells indicate funds into which active investment has been stopped

Comments/Suggestions/Feedback is most welcome..


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