{"id":22681,"date":"2021-10-27T13:21:56","date_gmt":"2021-10-27T13:21:56","guid":{"rendered":"https:\/\/www.tatacapital.com\/blog\/?p=22681"},"modified":"2024-12-18T09:14:50","modified_gmt":"2024-12-18T09:14:50","slug":"asset-classes-that-performed-well-this-season","status":"publish","type":"post","link":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/asset-classes-that-performed-well-this-season\/","title":{"rendered":"Asset Classes That Performed Well This Season"},"content":{"rendered":"\n

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With winter fast approaching, the festivities are already upon us! But amid the festive cheer and spending, you shouldn’t miss out on the golden goose hiding across a basket of investment avenues. Wondering which ones? Read on.  <\/p>\n\n\n\n

Which are the top-performing investment classes this season?<\/strong><\/h2>\n\n\n\n

1. Gold<\/strong><\/h3>\n\n\n\n

Festivals in India are almost incomplete without gold investments. Yes, the recent price corrections might have put a damper on their potential returns, but the long-term profit is still intact.<\/p>\n\n\n\n

Historically speaking, gold’s price appreciates at a rate higher than inflation over a longer term.  It has delivered nearly 8% of annualised returns in the past 5-year performance. <\/p>\n\n\n\n

Besides, there’s also the added benefit of achieving risk-adjusted returns and rebalancing your portfolio.<\/p>\n\n\n\n

2. Mid & small-cap stock funds<\/strong><\/h3>\n\n\n\n

This Samvat, various mid & small-cap stock funds have seen a stellar bull run, recording returns of 18% in the first quarter alone. To the surprise of many, the S&P BSE Smallcap index rose to 40% in 2021.<\/p>\n\n\n\n

This surge is mainly because of the growing investment in the chemical industry and China-plus-one induced structural shifts, which comprises a large chunk of the funds’ portfolio. Some of these small-cap companies are even positioned well for becoming midcap companies, so the rise is meant to last.<\/p>\n\n\n\n

So a bit of aggression now can prove advantageous later, provided you’re selective and paying due diligence while allocating portfolio shares for the longer term.<\/p>\n\n\n\n

Additional Read: <\/strong>Investing in different asset classes based on their risk<\/a><\/p>\n\n\n\n

3. Corporate bond funds<\/strong><\/h2>\n\n\n\n

Yes, there’s more juice in equity mutual funds<\/a>, but investing in bonds can bring good mid-term returns to the table, including greater peace of mind. What’s more, they’re eligible for indexation benefits, so you’re likely to gain tax-efficient interest. That’s why many mutual fund advisors recommend them for portfolio diversification.<\/p>\n\n\n\n

This is also because, according to SEBI norms, these funds can invest a minimum of 80% of their corpus across AAA rated corporate bonds. So, there’s lower credit risk involved.<\/p>\n\n\n\n

However, if you’re looking for shock absorbers during falling markets, best to avoid bonds that are highly correlated with equities.<\/p>\n\n\n\n

Below, we’ve highlighted the year on year returns of the three most liquid asset classes in the last decade.<\/p>\n\n\n\n

Date<\/strong><\/td>CRISIL Liquid Fund Index<\/strong><\/strong><\/td>Prices of Gold<\/strong><\/strong><\/td>S&P BSE Sensex<\/strong><\/strong><\/td><\/tr>
31-Dec-20<\/td>4.60<\/td>27.88<\/td>15.70<\/td><\/tr>
31-Dec-19<\/td>6.86<\/td>23.79<\/td>14.38<\/td><\/tr>
31-Dec-18<\/td>7.57<\/td>7.87<\/td>5.87<\/td><\/tr>
31-Dec-17<\/td>6.66<\/td>5.i12<\/td>27.98<\/td><\/tr>
31-Dec-16<\/td>7.48<\/td>11.35<\/td>1.95<\/td><\/tr>
31-Dec-15<\/td>8.23<\/td>-6.65<\/td>-5.03<\/td><\/tr>
31-Dec-14<\/td>9.21<\/td>-7.91<\/td>29.89<\/td><\/tr>
31-Dec-13<\/td>9.03<\/td>-4.50<\/td>8.98<\/td><\/tr>
31-Dec-12<\/td>8.50<\/td>12.27<\/td>25.55<\/td><\/tr>
31-Dec-11<\/td>8.17<\/td>31.81<\/td>-24.71<\/td><\/tr>
31-Dec-10<\/td>5.12<\/td>23.17<\/td>17.43<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Additional Read:  <\/strong>How Asset Allocation Should Change with Age<\/a><\/p>\n\n\n\n

Parting thoughts<\/strong><\/h3>\n\n\n\n

While mapping an asset’s track record is a great way to go about investing across instruments, the real gold lies in diversity; the more balanced the portfolio asset allocation, the better the portfolio’s combined returns.<\/p>\n\n\n\n

So instead of focusing on a single asset class, build a balanced portfolio to weather any kind of market weather easily. <\/p>\n\n\n\n

To help you sort out your investment journey this season, Tata Moneyfy’s mutual fund app<\/a> can be the perfect companion! With our series of digital tools for researching, comparing, and predicting, find top-performing assets in a jiffy.<\/p>\n\n\n\n

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Download Moneyfy App<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

With winter fast approaching, the festivities are already upon us! But amid the festive cheer and spending. <\/p>\n

Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":22682,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[68],"tags":[],"yoast_head":"\nAsset Classes That Performed Well This Season - Tata Capital Moneyfy<\/title>\n<meta name=\"description\" content=\"With festive seasons approaching, you shouldn't miss out on the chance of investing in different investment avenues. 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