What Are Multi-Asset Funds? How Do You Benchmark Multi-Asset Funds? Benchmarking Multi-Asset Funds Through the Morningstar Target Allocation Index Family After the global financial crisis of 2008, ...

The investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in instruments across the three asset classes viz. Equity, Debt and ...

Investing in equities is undoubtedly risky, making equity mutual funds a less suitable option for conservative investors. However, those who seek the growth potential of equities while keeping risk ...

Equities have displayed their wealth-creation potential over the long term. Recognising this, individual investors – particularly since 2020 – have shown keen interest in mutual funds. The rise in ...

After a historic comeback in U.S. stocks over the past month, Wall Street is again caught in volatile trading triggered by worries about a ballooning U.S. deficit. The 30-year Treasury yield hit its ...

Most of us enter the mutual fund space to earn good returns without taking the direct risks associated with investing in equities. In other words, we want high returns with low volatility. This is why ...

The TRADE sits down with Sunil Patil, senior trader at APG Asset Management, to discuss how to succeed in a multi-asset trading environment, exploring technology implementation, data optimisation, and ...

The concept of wealth diversification is at least as ancient as the 2,000- year- old Talmud*. But it wasn’t until modern times that academics such as Harry Markowitz statistically demonstrated the ...

The number of asset management companies (AMC) have increased over the years. This makes it difficult for product differentiation in the equity space, as funds typically invest within the universe of ...

Despite volatile markets in 2025, investor confidence in mutual funds stayed strong, with assets under management rising ...