Active Stocks
Tue Apr 16 2024 12:44:37
  1. Tata Steel share price
  2. 159.35 -0.96%
  1. Infosys share price
  2. 1,427.40 -2.79%
  1. NTPC share price
  2. 355.80 -1.54%
  1. HDFC Bank share price
  2. 1,501.75 0.45%
  1. ITC share price
  2. 425.90 0.00%
Business News/ Mutual Funds / News/  Returns on my investments
BackBack

Returns on my investments

A portfolio must have an ideal mix of financial products
  • Here's a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods
  • Photo: Reuters (REUTERS)Premium
    Photo: Reuters (REUTERS)

    Building a portfolio is a complex exercise, and it has to be maintained too. A person’s portfolio holds different types of assets based on her financial goals, and each asset class gives different types of returns, which is why a portfolio must have an ideal mix of financial products. One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation. Here's a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods.

    Source: SBI, Bloomberg, Value Research
    View Full Image
    Source: SBI, Bloomberg, Value Research

    Unlock a world of Benefits! From insightful newsletters to real-time stock tracking, breaking news and a personalized newsfeed – it's all here, just a click away! Login Now!

    Catch all the Mutual Fund news and updates on Live Mint. Download The Mint News App to get Daily Market Updates & Live Business News.
    More Less
    Published: 13 Jul 2020, 10:32 PM IST
    Next Story footLogo
    Recommended For You
    Switch to the Mint app for fast and personalized news - Get App