If you are considering investing in a mutual fund, it is recommended that you examine the past returns of that scheme and compare them with those of its peers in the same category. Although past ...

The fund outperformed its benchmark, the Index Asset Allocation Blended Index, during the third quarter. The fund's tactical asset allocation (TAA) trades added to performance over the period. The ...

Stock and stock fund allocations decreased 0.4 percentage points to 70.8%. Bond and bond fund allocations increased 0.4 percentage points to 14.4%. Cash allocations were unchanged at 14.8%. Individual ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability and build portfolios that can perform consistently across market cycles Every journey ...

“Forest over trees” is not a slogan here, it is a diagnosis. In early 2025, portfolios were built around what felt like the only two stories worth owning, AI and crypto. One had the promise of ...

Markets were very volatile during 2025, with the Nifty falling below 22,000 in March before recovering and shooting past 26,000 in October. Analysts expect heightened volatility to continue in 2026 as ...

While the winners among asset classes keep rotating every year, the absence of any such pattern over the past 10 years reinforces the importance of asset allocation in building a balanced portfolio.

Market Outlook for the new year suggests a phase of selective opportunities rather than broad-based rallies. In a special conversation between Anil Singhvi and Harsha Upadhyay, CIO Equity at Kotak ...

High net worth individuals broadly share concerns that they are insufficiently prepared for inheritance and gifting, but sharp generational differences emerge over what drives conflict in asset ...

This scheme has consistently delivered the best returns in its Multi Asset Allocation category across . The absolute returns are plotted on a monthly basis for the timeframes which are selected below, ...

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...