Have a minimum of 15 to 20% (one or two) global funds in your portfolio for diversification, says Oswal
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* Projected performance of funds within the goal based on past performance of fund, benchmark performance, and/or volatility of funds
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We focus on risk and not returns.
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We should buy high rated and top performing funds.
Past performance is linked to future performance.
Bigger funds better than smaller funds.
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In The
News
Family offices, ultra-HNIs, and business owners are some of the most sought after clients by mutual funds, wealth management outfits, banks, and independent advisors. The cost and time of servicing a wealthy and super-wealthy customer are pretty much the same.
“Index funds are getting popular with the Do it yourself (DIY) investors today. Large investors are also warming up on the idea of having a part of their equity allocation in index funds today as a part of their core allocation, ” says Oswal
A mixed bag of active and passive investments to beat the volatility
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Amidst lockdown, Motilal Oswal launches S&P 500 Index Fund
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Motilal Oswal launches Motilal Oswal S&P 500 Index Fund
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