ARN - 75896
Date of Initial Registration: 06 August 2009
Validity of Registration: 05 August 2029
ARN - 75896
Date of Initial Registration: 10 January 2026
Validity of Registration: 18 August 2028
Investors should evaluate their overall investment portfolio rather than selecting mutual fund schemes individually. A fund that appears suitable on its own may not necessarily be appropriate when considered alongside the investor's existing investments.
Asset allocation involves spreading investments across different asset classes, such as equity, debt, and other investments, based on the investor's financial goals, investment horizon, and risk profile. Considering the portfolio as a whole can help avoid unnecessary concentration and overlapping exposure.
The objective is not to identify the "best" individual fund, but to build an appropriately diversified portfolio that aligns with the investor's overall financial objectives and risk tolerance.
Spread investments across different asset classes to help avoid unnecessary concentration and overlapping exposure.
Asset allocation should be considered in the context of the investor's financial goals, investment horizon and overall portfolio.
The allocation between asset classes should reflect the investor's risk tolerance and investment circumstances.
Asset allocation does not assure returns or eliminate investment risk. Market-linked investments are subject to market risks.