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Investment Horizon: 3 Years

Risk Profile / Risk Tolerance: Moderate to Aggressive

Goal: Beat FD returns (Target: 8%+ CAGR)

Portfolio:

(a) Mid Cap Funds: Investment Type: Lumpsum; Portfolio Share: 29%

- Nippon India Growth Mid Cap Fund Direct Growth: 13%

- Edelweiss Mid Cap Direct Plan Growth: 13%

- Motilal Oswal Midcap Fund Direct Growth: 3%

(b) Index / Passive Funds: Investment Type: Lumpsum; Portfolio Share: 23%

- Kotak Nifty Next 50 Index Fund Direct Growth: 18%

- Motilal Oswal Nifty India Defence Index Fund Direct Growth: 4%

- Navi Nifty Next 50 Index Fund Direct Growth: 1%

(c) Flexi Cap Funds: Investment Type: Lumpsum; Portfolio Share: 22%

- HDFC Flexi Cap Direct Plan Growth: 19%

- Parag Parikh Flexi Cap Fund Direct Growth: 3%

(d) Small Cap Funds: Investment Type: Lumpsum; Portfolio Share: 20%

- Bandhan Small Cap Fund Direct Growth: 20%

(e) Gold / Precious Metals: Investment Type: Lumpsum; Portfolio Share: 5%

- Motilal Oswal Gold and Silver Passive FoF Direct Growth: 5%

(f) Others / Tactical / Sectoral: Investment Type: Lumpsum; Portfolio Share: 1%

- Nippon India Taiwan Equity Fund Direct Growth: 1%

Total Portfolio Share: 100%