Investment Portfolio

Build an equity-heavy portfolio for your child's higher education goals

This is essential to combat the high inflation in cost of education

Investors could continue to allocate to equity funds, says UTI AMC CIO

Investors should be guided by valuations in determining risk and allocation rather than events that cannot be predicted, said Vetri Subramaniam

How to plan your finances before you take the leap into entrepreneurship

Creating an adequate reserve, reduce the risk in your investment portfolio, and buy sufficient life and health insurance

Invest in NFOs only if it helps in diversifying your portfolio: Experts

Stick to proven fund houses with at least a 5-year track record and see how they performed over market phases

Temasek bullish on Indian start-ups, renew energy despite slowdown overseas

Top executives of Temasek, which has doubled its India portfolio in the past five years to $16 billion, said the fund made several successful exits from India in FY 22

Portfolio strategy: Experts prefer to side with defensives

Equity markets are in turmoil due to global uncertainties. Analysts are asking investors to remain cautious and look at safer investment options. Find out the sectors and stocks that are a safe bet

Don't be over-obsessed with equities, book profits if you haven't already

Exposure to debt funds and gold is essential even if current returns from these asset classes are low

How are India's equity markets expected to perform in December?

Benchmark stock indices seem poised to log their first monthly loss in eight months in November. Will the correction continue in December? Or will the indices bounce back? Find out what to expect

Adopt glide path to a diversified portfolio

In the case of many senior-level executives, their employer company's shares at times account for 40-90 per cent of the portfolio, making it extremely concentrated

Will invest in firms focused on make in India: True North's Ashish Bhargava

Bhargava says the firm had very few challenges in understanding businesses and investing during pandemic as young founders are comfortable having online discussion

Our portfolios are built around firms that sell essentials: Marcellus CIO

Saurabh Mukherjea says that his three-step approach to investing does not focus on short-term factors like what central banks are doing or what will do well in the festive season

Steps to undertake while conducting a mid-year review of your portfolio

Mid-year reviews have become extremely crucial for assessing portfolio health during Covid-19 times

Choose curated portfolios to avoid rookie mistakes, say analysts

Avoid offerings that are too concentrated or have very high churn

Don't go by history alone while picking hybrid fund, say analysts

These are for long-term wealth; dynamic funds protect downside risk better

Bonus debentures: Decide based on asset allocation, say analysts

Those in higher tax bracket may shift to instruments offering indexation benefit

Planning to invest in ESG funds? Start small, but hold for long term

They have the potential to create wealth by circumventing hidden risks, but have limited track record

Investors should have 10% of their portfolio in gold, say analysts

If global growth improves with price rise in check, that would be negative for the yellow metal

The trouble with climate scenarios is that everyone has their own

Scenario analysis can be a great way of structuring one's thinking about the future, which is essential to understanding climate change

LIC's portfolio up 34% in FY21 at Rs 5.79 trn; RIL, Infy top contributors

The study is based on 351 companies' data from Capitaline Plus, where LIC held over 1 percentage point stake in the June quarter. These companies accounted 72% of total m-cap of BSE-listed companies

Tipping point: Should you know portfolio turnover ratio before investing?

Many investors think a high turnover ratio means the fund manager is very proactive in managing it