Posted on Wednesday, Nov 27, 2019
To answer your queries, it is difficult to forecast short term returns for equity markets. However given the general correction in stock prices the margin of safety in building an equity portfolio is a lot better now than it was 18 months ago.
Investors looking to build a long term portfolio can consider allocating 75% of their intended allocation to equities right now. If the market were to correct the balance 25% can be allocated.
Balanced funds with minimum 65% in equities tend to behave like equity funds and do not offer much protection during market correction. Hence they are avoidable.
Hope we have replied to your query to your utmost satisfaction.
Please visit - www.QuantumMF.com to read Scheme Specific Risk Factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the scheme's objective will be achieved and the NAV of the scheme(s) may go up or down depending upon the factors and forces affecting securities markets. Investment in mutual fund units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the Sponsor / AMC/ Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited (AMC). The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.