Wealth managers are advising investors to tone down their returns expectations from equities in the New Year. They said that investors must tilt their portfolios towards large-cap and flexi-cap funds and avoid most thematic schemes.
In mid-cap and smallcap funds, they could invest in a staggered manner with a long-term horizon. Here are some suggestions from wealth advisors on how mutual fund portfolios could be structured for conservative, moderate risk, and aggressive-risk investors this year.