ASSET CLASSES
Simplifying portfolio analysis and tracking: Tools to view, compare, and manage your investments in one place
Angel One's portfolio tracking tools offer investors a consolidated view of their investments across various asset classes and family accounts, simplifying portfolio management. Users can monitor holdings, identify asset allocation gaps, and track progress from a single dashboard. The platform also enables benchmarking mutual fund performance against indices like the Nifty 50, facilitating informed investment decisions.
Domestic economic conditions to support growth, help preserve banks' asset quality: Moody's
Moody's Ratings anticipates India's supportive domestic economic conditions will bolster growth, enabling banks to maintain asset quality. The systemwide nonperforming loan (NPL) ratio is expected to remain between 2-3 per cent over the next 12 months. While wholesale loan quality remains healthy, unsecured retail loans are projected to exhibit weaker performance in the coming quarters.
Gold prices may fall 12-15% in next 2 months, warns Quant Mutual Fund
June is typically a bullish month for crude oil, and most of the downside has likely already played out. However, if the risk-off sentiment in emerging markets intensifies, there could be significant upside potential. A price increase of 10–12% wouldn’t be unexpected, according to the monthly report.
Meenakshi Alternates Launches Realty Focused ₹700 crore AIF
Meenakshi Group, a Hyderabad-based Realty and Clean Energy Conglomerate has launched its new financial services arm “Meenakshi Alternates (M-Alts)” and its debut fund, Meenakshi Real Assets Fund for investments in real estate across top-tier cities in India.
Centre seeks bigger, more frequent dividends from state-run companies
Prime Minister Narendra Modi’s government announced tax cuts for the middle class in his latest budget and will now depend on higher dividend payouts to meet its 4.4% deficit target. It has already gotten help from a record Rs 2.69 lakh crore transfer from the central bank.
Diversifying investments across real estate, equity, debt, gold is a must for long-term wealth creation shows comparison of returns over 11 years
Welcome to TrendMap, your quick, visual guide to the performance of different investment segments. In this edition, we present an 11-year performance tracker of various asset classes. The annual returns are ranked for multiple asset classes across equity, debt, precious metals, and real estate. This map shows that no single asset class reigns supreme. Hence, diversification helps.
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GIFT Nifty hits record monthly turnover of $102.35 billion in May 2025
GIFT Nifty hit a record monthly turnover of $102.35 billion in May 2025, reflecting rising global investor confidence. Since full operations began in July 2023, cumulative turnover has reached $1.93 trillion across 43 million contracts.
Warren Buffett’s 2025 Mantra: Adapt to reality, reality won’t adapt to your risk tolerance
Warren Buffett advises investors to adjust their investment approach. Investors should align their risk tolerance with market realities. Many investors with stable finances still shy away from equities due to discomfort with market volatility. The author suggests investors educate themselves about equities and gain experience through small investments. This helps build resilience and make informed decisions.
Balanced advantage vs. Multi Asset Allocation Mutual Funds: Which should investors choose?
Balanced Advantage Funds and Multi Asset Allocation Funds offer different risk-return profiles. Balanced Advantage Funds dynamically shift between equity and debt. Multi Asset Funds invest in equity, debt, and commodities like gold. BAFs aim for equity-like returns with less volatility. Multi Asset Funds provide diversification across assets. Investors should choose based on their risk tolerance and investment goals.
Morgan Stanley sees ‘uncomfortable’ rally in emerging markets
Morgan Stanley predicts a continued rally for emerging-market assets through the year, tempered by global economic deceleration and US policy ambiguity. Despite uncertainties, local-currency bonds are expected to benefit from declining US Treasury yields, potentially enabling central banks to implement rate cuts without significant currency concerns.
RBI has a plan to keep India's foreign exchange reserves safe from external shocks
The Reserve Bank of India is bolstering its defences against geopolitical risks by diversifying its foreign exchange reserves across currencies and asset classes. This strategic move aims to shield the Indian economy from external shocks, particularly concerning the potential weaponisation of reserves.
Franklin Templeton Mutual Fund announces changes in fundamental attribute of multi-asset solution FoF; check details
Franklin Templeton Mutual Fund will change the fundamental attributes of its Franklin India Multi-Asset Solution FoF, renaming it Franklin India Income Plus Arbitrage Active FoF. Effective July 4, 2025, the scheme will shift focus to debt and arbitrage strategies with a revised asset allocation and no exit load. Investors can redeem without a load between June 4–July 3, 2025.
From Sceptics to Believers: Propelling Cryptocurrency Acceptance in India
India, home to over 100 million crypto users, is at a crossroads between scepticism and leadership in the global cryptocurrency space. To drive nationwide acceptance, experts call for a clear regulatory framework, crypto literacy, real-world use cases, institutional partnerships, and a compliance-first approach. Proactive efforts can position India as a global leader in the evolving digital finance ecosystem.
How Laddering Fixed Income Can Help You Stay Agile in an Uncertain World: Jiraaf's Strategy for FY26
In FY26, retail investors should prioritize stability, predictability, and growth when building portfolios amid market volatility. Saurav Ghosh of Jiraaf suggests diversifying across asset classes like fixed income, gold, and equities based on risk appetite. He recommends laddering fixed-income instruments for agility and dynamic asset allocation, balancing risk and return.
Can Ambani do mutual fund magic with Aladdin?
Mukesh Ambani's Reliance Group, through Jio Financial Services, is partnering with BlackRock to launch Jio BlackRock Asset Management, entering the growing Indian mutual fund market. Approved by Sebi, the venture aims to digitally deliver investment products, leveraging BlackRock's Aladdin platform for data-driven investing.
Ultra rich betting on unreal estate to preserve wealth
Indian industrialists and family offices are investing in luxury real estate. They see it as a way to preserve wealth and build a legacy. High-value property purchases have increased significantly in recent years. Mumbai, New Delhi and Bengaluru are key markets. Families see these properties as strategic, long-term investments. These investments safeguard wealth for future generations.
Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares Rs 150 coin
Edelweiss Mutual Fund crossed ₹1.5 lakh crore in AUM, coinciding with BSE’s 150th anniversary. CEO Radhika Gupta highlighted the milestone and showcased tax-efficient mutual fund strategies. Edelweiss Multi Asset Allocation Fund led returns among fixed-income alternatives with 9.27% in one year.
An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities
With stock market volatility, Edelweiss Mutual Fund highlights its Multi Asset Allocation Fund as a tax-efficient fixed income alternative. Radhika Gupta, CEO, emphasizes the fund's consistent returns and low risk, leveraging arbitrage across asset classes. The fund, along with arbitrage funds and precious metal ETFs, gains traction among risk-averse investors seeking better post-tax returns.
Jio BlackRock Asset Management receives SEBI approval for Mutual Funds business
Jio BlackRock Asset Management, a joint venture between Jio Financial Services (JFSL) and BlackRock, on Tuesday announced the receipt of regulatory approval from the Securities and Exchange Board of India (SEBI) to commence operations as an investment manager for their mutual fund business in India.
JioBlackRock Asset Management receives SEBI approval to commence mutual funds business
Jio BlackRock Asset Management, a 50:50 JV between Jio Financial Services and BlackRock, has received SEBI approval to launch its mutual fund business in India. With a digital-first approach and global investment expertise, the firm aims to offer innovative, low-cost investment products, led by CEO Sid Swaminathan.
HSBC cuts dozens of analyst jobs in investment banking overhaul
HSBC Holdings Plc is undergoing a significant restructuring of its investment banking operations, leading to the dismissal of over two dozen analysts, primarily in Europe. This revamp includes combining macro strategy across asset classes and leadership changes within research divisions. CEO Georges Elhedery's streamlining efforts aim to increase efficiency, with expected charges of $1.8 billion over the next two years.
Prime Offices Fund acquires 3,00,000 sq ft commercial property in Delhi for Rs 760 Crore
Nuvama and Cushman & Wakefield's Prime Offices Fund bought a building in Delhi. The fund acquired 300,000 sq ft of space in Saket for Rs 760 crore. Kotak Alternate Asset Managers sold the Prius Platinum building. The property is mostly leased and generates good rental income. The fund aims to invest in top-tier office spaces across India's major cities.
Nifty still below peak, but why are these mutual funds at record-high NAVs?
Despite Nifty and Sensex falling nearly 5% from their 52-week highs, several hybrid mutual funds have touched record NAVs. Experts credit this to diversification and lower volatility in balanced advantage, equity savings, and aggressive hybrid funds. Dynamic asset allocation and selective stock-picking have also played a role in cushioning downside and capturing sector-specific rallies amid ongoing market volatility.
Why multi-asset allocation funds do not always guarantee smooth sailing during market correction?
Asset allocation funds are under scrutiny after recent market volatility. Some funds cushioned the downside during the market slump. Edelweiss Multi Asset Allocation and Parag Parikh Dynamic Asset Allocation performed well. However, funds with lower equity exposure and higher gold allocation fared better. Experts advise investors to understand fund strategies and considering moderate-to-conservative funds.
ARCs seek bigger role in RBI's new securitisation framework
The RBI's draft allows pooling and securitising stressed retail and corporate loans, barring categories like farm loans, education loans, fraud, and wilful defaults. Investors must not be related to borrowers or disqualified under IBC norms.
Eyeing Gen Z, commercial real estate players ramp up projects in Tier II-III Indian cities
Indian real estate developers are adapting to Gen Z's aspirations, particularly in tier II and III cities. Fueled by infrastructure development and a skilled workforce, these regions are witnessing a surge in demand for modern amenities and tech-enabled workspaces. Developers are investing heavily to cater to this evolving market, anticipating significant growth in India's office sector.
Fiscal health, low borrowing costs to drive growth: A Balasubramanian
A Balasubramanian suggests a traditional investment model: 100 minus your age should be allocated to equity. He highlights the importance of considering inflation when investing in fixed income and acknowledges gold and silver as viable asset classes. He also points out that Indian economy is in sweet spot with good tax collections and GST collections.
Markets move fast, but compounding moves faster: A Balasubramanian on why the next decade will be transformational
A Balasubramanian reflects on his investment journey, emphasizing the importance of compounding. He acknowledges underestimating its power early in his career. He wishes he had implemented the strategy sooner. Balasubramanian notes the rapid changes in the market. He highlights the diverse perspectives of investors. He advises caution regarding speculative assets. He stresses the need for focused allocations.
How Two Pizzas Created a Domino Effect, Building a Trillion-Dollar Asset
May 22 marks 15 years since Laszlo Hanyecz made the first real-world Bitcoin transaction by spending 10,000 Bitcoins on two pizzas—an amount now worth over $1 billion. Since that landmark moment, Bitcoin has grown into a trillion-dollar asset class, gaining institutional and government support, ETF approvals, and global legitimacy—firmly establishing its role in the future of finance.
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