Shweta Rajni explains correct debt fund allocation strategy
Anand Rathi Wealth's mutual fund head Shweta Rajni says investors with a 10-15 year horizon can put 60% to 80% of their portfolio in equity and the rest in debt funds. The…
All posts tagged in asset allocation
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Multi-asset allocation outperforms single-asset bets, data shows
Multi-asset portfolios combining equity, debt and gold have delivered higher returns with lower volatility than single-asset strategies over 25 years, analysis by FundsIndia and WhiteOak Capital Mutual Fund shows. FundsIndia's study of…
Four ways to manage mutual fund risk
An article in Times of India advises investors to manage mutual fund risk by focusing on asset allocation based on financial goals and risk tolerance, rather than recent fund performance. The author,…
Experts warn common retirement planning mistakes hurt savings
Starting early, investing consistently, and maintaining the right mix of assets are critical for retirement planning, financial experts tell Livemint. Many investors delay saving or rely on a single product, shrinking their…
Use six-digit framework to handle bull and bear markets
Livemint.com reports that a structured portfolio strategy, not just a collection of funds, is essential for navigating market swings. The article proposes a six-digit framework, AA, BB, CC, that answers three questions:…
