At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...

The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset ...

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains. Industry practice for much of the past 60 years ...

The long-term risk and return characteristics of asset classes, while not set in stone, change very little over time. This is extremely helpful when you're designing an investment strategy to meet a ...

Investment Objective - The primary objective of the Scheme is to generate capital appreciation by investing dynamically in units of active equity and debt oriented mutual fund schemes. However, there ...

According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.

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 ...

Investment Objective - The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...