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Asset Allocation & Rebalancing
Build a diversified mix and keep risk aligned with your goals.
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Latest in Asset Allocation & Rebalancing
Multi-asset funds' AUM grew 487% in 3 years vs 115% for flexi-cap: Should you invest in one or both for diversification?
2+ hour, 40+ min ago (547+ words) Multi-asset allocation funds from the hybrid category have grown much faster than flexi-cap funds from the equity category over the past three years, although flexi-cap funds remain larger in terms of AUM and folios. Multi-asset funds must invest at least…...
If the Fund Itself Is Weak, a Moving Average Usually Can’t Save It
8+ hour, 28+ min ago (295+ words) IJR is a useful example: four time windows, one uncomfortable pattern. Not every ETF deserves a clever rule. Some funds look …...
Retirement Investors Reassess Portfolio Diversification
22+ hour, 10+ min ago (377+ words) The report comes as the World Gold Councilâs latest Gold Demand Trends data shows that, although investment demand moderated in the second quarter after a strong start to the year, bar and coin demand remained close to historical averages…...
ChatGPT and Claude get financial advice wrong 57% of the time, potentially costing tens of thousands of pounds
17+ hour, 18+ min ago (871+ words) Millions of Britons risk facing financial losses because the AI models they rely on for financial advice are giving them the wrong answers most of the time, according to new research. Free to use models give more inaccurate advice than…...
One flexi-cap, one mid-cap, one small-cap fund. Is your portfolio really diversified? Experts explain
19+ hour, 38+ min ago (838+ words) Investors often assume that spreading their money across different mutual fund categories automatically creates a diversified portfolio. A combination of one flexi-cap, one mid-cap and one small-cap fund may appear to offer exposure across companies of different sizes. However, experts…...
Top Major Asset Classes 10-Year Annual Rate of Return Ranking & Performance Overview
20+ hour, 57+ min ago (1295+ words) The changes in the annual return rankings of various major asset classes from 2007 to 2026 reveal a critical rule: no single asset can stay at the top of the ranking for a long time, and the "king" of the market keeps…...
A product-led investor looks for performance: Why this can be a wrong starting point when selecting an asset
1+ day, 6+ hour ago (496+ words) Investors often begin with the investment product: which mutual fund has delivered the best returns or which asset class is performing well. But according to 1 Finance, this may be the wrong starting point. In an X post, 1 Finance highlighted the…...
Index Funds Vs ETFs: Which Investors Should Choose What? Mohit Gang Explains Portfolio Strategy
1+ day, 17+ hour ago (112+ words) Business Today Should investors choose index funds or ETFs? In this video, Mohit Gang, Co-Founder & CEO, Moneyfront, explains how investors can decide between the two based on their financial profile and portfolio goals He recommends having a meaningful passive allocation…...
Gen Z Stock Portfolio: How To Pick Stocks, Balance Risk & Build A High-Conviction Portfolio
1+ day, 15+ hour ago (135+ words) businesstoday.in Gen Z Stock Portfolio: How To Pick Stocks, Balance Risk & Build A High-Conviction Portfolio How should Gen Z investors build a stock portfolio for the long term? The focus should be on future growth rather than past performance,…...
Bank of India Mutual Fund’s Mohit Bhatia: Research, Risk Discipline And The Search For Sustainable Alpha In Indian Equities
4+ day, 4+ hour ago (1622+ words) Mohit Bhatia of Bank of India Mutual Fund Where Active Management Can Still Add Value Bhatia began with the record of Indian equities over the past two decades. The presentation showed the Sensex and Nifty 50 delivering approximately 14% compound annual growth…...