1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.
The fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the second quarter. The fund's stock allocation performed in line with the S&P 500 Index, while the fixed income ...
If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...
Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...
Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically ...
According to Niharika Tripathi of Wealthy.in, gold and silver emerged as key performance drivers this year. Silver posted near triple-digit gains in India, while gold delivered strong returns, ...
The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...
The investment seeks to maximize total return. The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and ...
Of course, when markets become narrow, you go broad. In other words, even though a depreciating rupee boosted global returns ...
After a volatile 2025 marked by weak equity returns and sharp mid- and small-cap corrections, mutual fund investors are ...
Mutual funds saw significant growth in 2025 despite market volatility, with multi-asset funds and income-plus-arbitrage funds ...