Mutual fund 5 Yr. Returns 3 Yr. Returns
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HDFC Dynamic PE Ratio Fund of Funds 11.69% 14.1%
Sundaram Multi Asset - Direct Plan - Growth Option 8.58% 9.88%
Sundaram Multi Asset Growth 7.61% 8.84%
Union Asset Allocation Fund Growth Option Direct Plan 7.62% 8.15%
What is the ideal portfolio allocation?
Your ideal asset allocation is the mix of investments, from most aggressive to safest, that will earn the total return over time that you need. The mix includes stocks, bonds, and cash or money market securities. The percentage of your portfolio you devote to each depends on your time frame and your tolerance for risk.
What is the best 3 fund portfolio?
The most common way to set up a three-fund portfolio is with: An 80/20 portfolio i.e. 64% U.S. stocks, 16% International stocks and 20% bonds (aggressive) An equal portfolio i.e. 33% U.S. stocks, 33% International stocks and 33% bonds (moderate)20 Oct 2021
What does allocation mean in funds?
An allocation is an amount of something, especially money, that is given to a particular person or used for a particular purpose.
Are allocation funds a good investment?
The consensus among most financial professionals is that asset allocation is one of the most important decisions investors make. In other words, your selection of stocks or bonds is secondary to the way you allocate your assets to high and low-risk stocks, to short and long-term bonds, and to cash.
How is investment allocation calculated?
The quick way to calculate your bond allocation: For each fund, multiply the percentage that the fund represents in your portfolio by the percentage of the fund that's invested in bonds. Then add those totals together. However, holding balanced funds mucks up the math.
How do you calculate percent allocation?
Multiply the total cost by the allocation base. In our example, for Product A, $50,000 times 46 percent equals $23,000. For Product B, $50,000 times 54 percent equals $27,000. Accounting Coach: What is Cost Allocation?26 Sept 2017
How do you allocate money in a stock portfolio?
- Invest 10% to 25% of the stock portion of your portfolio in international securities. The younger and more affluent you are, the higher the percentage.
- Shave 5% off your stock portfolio and 5% off the bond portion, then invest the resulting 10% in real estate investment trusts (REITs).
How do you allocate funds?
After planning expenses for a project, the project manager requests funding. The finance manager determines the funding required across projects and determines how to secure the required funds. After the funding source is determined, the finance manager allocates the funds back to the projects.
What does it mean to allocate your funds?
Asset allocation is a strategy, advocated by modern portfolio theory, for maximizing gains while managing risks in your investment portfolio. Specifically, asset allocation means dividing your assets among different broad categories of investments, including stocks, bonds, and cash equivalents.