guru portfolio

Why Marcellus’ Saurabh Mukherjea has 40% global weight

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His allocation to global equities has doubled over the last five years—to 40% from 20%, Mukherjea shared in an interaction with Mint for the Guru Portfolio series. He also explained why he fears that, without careful financial planning, Indian middle-class households may get caught up in a debt trap. In this series, leaders in the … Read more

Why DSP’s Kalpen Parekh has dialled up on hybrid funds

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Over the past 12 months, Parekh has been allocating to hybrid funds (which invest in a combination of low-correlated assets) such as equity savings funds and multi-asset funds, as market valuations have been expensive. His portfolio’s allocation to hybrid funds has risen from 26% last year to 34%, Parekh shared in an interaction with Mint … Read more