Brief review of 2024 In 2024, equities performed exceptionally well.
Among the key mutual fund categories, mid-cap funds gave a return of 33.7 per cent over the past year, while small-cap funds delivered 33.2 per cent over the same period. Large-cap funds gave a return of 25.3 per cent. Thus, mid- and small-cap funds outperformed the large-cap category.
International funds also performed well, delivering a return of 25 per cent over the past year.
Among debt funds, longer-duration categories outperformed. Long-duration funds gave a return of 12.1 per cent. Gilt funds with a 10-year constant duration delivered 10.1 per cent. Gilt funds gave 9.8 per cent and dynamic bond funds returned 9.3 per cent.
On the commodities side, gold delivered a return of 24.5 per cent. (All the figures mentioned above are category averages as of December 16, 2024.)
Rebalance your portfolio
To begin with, investors need to realign their expectations. The year 2024 was exceptional, with nearly every category performing well. Such bumper returns may not repeat every year.
While equities, debt, and gold have all shown an upward trend, equities and gold performed significantly better than debt. As a result, equity and gold may have become overweight in many investors’ portfolios.
Diese Geschichte stammt aus der January 2025-Ausgabe von Investors India.
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Diese Geschichte stammt aus der January 2025-Ausgabe von Investors India.
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