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Dynamic Asset Allocation and the Role of Asset Classes

  • Anup Bansal
  • Jun 8 2013
Estimated reading time: 2 minutes 59 seconds

A regular and fixed monthly investment over the period January 2008 - December 2012 in a well-known debt fund would have given a CAGR (compounded annual growth rate) of 8.43%. If the same amount was split between the debt fund and the NIFTY index through an ETF in a 50:50 split, the CAGR would increase to 9.05%. But if certain adjustments are made in the proportion depending upon the market conditions, the CAGR can be enhanced to 9.55%. For example, when market valuation is comparatively lower then...

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