SEARCHED FOR:ASSET ALLOCATION
Do you still believe dynamic asset allocation or balanced advantage schemes have lower risk?
Are dynamic asset allocation funds or balanced advantage funds losing their charm among investors and advisors? Sure, some fund houses may be still marketing them as a one-stop-solution to conservative equity investors, but many advisors and investors have started questioning the rationale behind these schemes lately.
What is a multi-asset allocation mutual fund?
Multi asset allocation funds are marketed as a one-stop solution to investors looking to have a...
What is a Fund of Funds or FoF?
A Fund of Funds or FoF invests in mutual fund schemes. A regular mutual fund scheme or fund collects money fr...
Sanjay asked how will he create an atmanirbhar portfolio if he diversifies a lot
An Atmanirbhar portfolio is an all-weather portfolio designed to work on its own. It is a proven fact that there is no single asset class, which can consistently outperform other asset classes year after year.
Consider SIP/STP into value, focused, dividend yield or small cap funds: S Naren
The Covid-19 pandemic shows no signs of vanishing; the much-awaited economic package from the government hasn’t cheered the market. d the market. Add to that the predictions of more lockdowns and economic disruptions. We reached out to S Naren, Executive Director & CIO of ICICI Prudential MF, to make sense of these trying times.
For 18-month plus horizon, go 50-30-20 on large-mid-small caps: Sunil Subramaniam
'This rally in smallcaps and midcaps is just a bounceback. Give it a little time to have a sustainable rally and for the economy to get into real V-shaped recovery.'
Right asset allocation helps to stay calm during Coronavirus meltdown
As a thumb rule and to keep it simple, we’ve married asset classes, equity and debt (fixed income) to age appropriateness to get you started. However, please take professional help in deciding asset allocation that works for you according to your individual circumstances, current savings and investments, income level and goals
Are multi-asset funds a good way to take exposure to gold and global equities?
The fund, which closes on August 21, will have 50 per cent allocation to domestic equities, 20 per cent to international equities, 15 per cent to commodities and 15 per cent to fixed income, with rebalancing happening once every quarter.
Knocked down by lockdown? Here is how you can sail through
Events such as losses, layoffs, unpaid leaves and salary cuts also affect us mentally, particularly in case of business shutdown. Layoffs or unpaid leaves for a long time can leave us extremely demotivated. This is where our self-belief matters the most; our belief in our self, our attitude and our capabilities.
Rally has not been as narrow as it appears to be, says Taher Badshah of Invesco MF
“In times such as these, the importance of financial planning and financializing savings cannot be over-emphasized. Interest rates in India appear to have turned decisively lower and prudent investments that help generate long-term wealth need to be accorded top priority,” says Badshah.
Did you miss the equity rally? Don’t worry, you still have time
Benchmark indices saw their worst decline in March 2020, falling by more than 20%, on the heels of COVID-19 being declared as a pandemic by the World Health Organisation (WHO). However, even the most optimistic investors haven’t expected such a remarkable turnaround, so early.
Mirae Asset Hybrid Equity Fund completes 5 years, tops return charts
"Mirae Asset Hybrid Equity Fund has an envious track record in five years of its existence. The scheme has offered good five- year rolling returns and good downside protection. That means it has given decent risk-adjusted returns over the years."
Global funds favour bonds over stocks on surging coronavirus infections: Poll
The poll showed a recommended cut to equity allocations to average 43.9% in the global balanced model portfolio from 44.2% last month, the lowest since July 2016.
Can I continue to invest in these mutual funds for my retirement?
If you have any mutual fund queries, message ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
The importance of asset allocation in an investment portfolio
Asset allocation is nothing but another name for diversification. It is how you spread your investments across asset classes— stocks, fixed income, property and gold. It ensures all your eggs are not in one basket.