How to invest across equity mutual funds: Motilal Oswal suggests 50:40:10 mix amid global uncertainty
AI Summary
Motilal Oswal's report highlights a nuanced approach to equity allocation, emphasizing the importance of balancing exposure across different categories amid a backdrop of strong domestic growth and external uncertainties. For retail investors, this suggests a strategic focus on mid- and small-cap funds while remaining cautious with pure equity investments, especially given the current market volatility. The recommendation for lump-sum investments in hybrid funds could be a timely opportunity for those looking to capitalize on the resilient domestic economy, but investors should remain vigilant about global risks that could impact their portfolios.
Mutual fund investors deciding where to invest need to look beyond choosing an individual scheme and first assess how much of their portfolio should go into different equity categories.
Motilal Oswal Private Wealth’s September 2026 Alpha Strategist report, “A Tale of Two Currents”, has suggested an equity allocation framework across mid- and small-cap funds, hybrid and large-cap funds, and global funds.
Original Article
Published on Livemint
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This is a results news update from Livemint, published on 28 September 2026.
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