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 ...

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.

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 ...

“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 ...

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 ...

Indian equity markets, which remained largely subdued in 2025 despite strong macroeconomic fundamentals, are expected to outperform global peers in new year, says S Naren, Executive Director and Chief ...

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, ...

There’s no single best way to construct a robust portfolio. While investment teams at wealth management firms often focus on client needs, those at asset management firms tend to build portfolios that ...

Morningstar’s Investment Management group has a rich history of groundbreaking investment research, having won 11 awards from the CFA Institute Financial Analysts Journal. Our collaboration with ...