Performance tracker October 2025

Performance tracker October 2025

Continuing with our monthly returns tracker, the month of October 2025 was characterized by increasing uncertainty around high AI driven stocks valuations and risk of US economy slipping into a recession and dragging global economy with it. In this scenario we...
Performance tracker Sept 2025

Performance tracker Sept 2025

Continuing with our monthly returns tracker, the month of September 2025 was characterized by uncertainty around tariff situation and other global factors. In this scenario we maintain our 60:40 debt equity allocation. Portfolio highlights September 2025: Despite a...
Performance tracker Aug 2025

Performance tracker Aug 2025

Continuing with our monthly returns tracker, the month of August was characterized by uncertainty around tariff situation and other global factors. In this scenario we maintain our 60:40 debt equity allocation. Portfolio actions August 2025: Debt fund HDFC Low...
Performance tracker July 2025

Performance tracker July 2025

Starting this month, we are introducing our dynamic asset allocation strategy wherein we will track a balanced portfolio of a debt fund and stocks (including global stocks). The portfolio mix between debt fund and stocks will be determined by equity market conditions....