Between April 2023 to January 2024, around 47% of the Nifty500 universe generated more than 50% returns & nearly 20% of the universe more than doubled their stock prices. Most of this action was witnessed in mid and smallcap categories.
Best portfolio combination? 50% Equity: 50% Debt shows low probability of negative returns - Study - Mutual Funds News financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.
An analysis shows that on a pre-tax basis, the Equal Weighted Portfolio has the best risk-reward. However, the post-tax return from this combination may not be efficient going forward since the capital gains from all asset classes, except .
A 50:50 equity-debt portfolio is said to have the potential to generate meaningful wealth creation in the long term, as the analysis demonstrated a 12% CAGR for this combination