Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes-equities, fixed-income, and cash and equivalents – have different levels of risk and return, so each will behave differently over time.
Points that we feel are important when thinking about asset allocation:
Below given chart shows the returns of different asset class.
AMFI Registered Mutual Fund Distributor – ARN: 159693 | Validity from 05/02/2025 to 04/02/2028
AMFI Registered SIF Distributor – ARN: 159693 | Validity from 04/11/2025 to 03/11/2028
APMI Registered PMS Distributor – APRN00623 | Validity from 18/02/2025 to 17/02/2028
AIF Distributor
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