She posted on social media platform X that, “Large cap is the new debt. Private markets are the new equity.
An interesting quote I heard today that summarises how risk appetite has shifted upwards in the last 5 years, and some asset allocation buckets have been forgotten”
https://x.com/iRadhikaGupta/status/1952960835317579827
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Traditionally, investors treated large-cap equities as offering stability compared to mid- or small-caps and debt investments, such as government bonds and high-quality corporate paper, were the “safe” end of the spectrum.But over the past few years, the risk appetite has shifted upwards and some traditional asset allocation buckets have been forgotten by the investors.At the other end, private market investments — whether venture capital, private equity, or unlisted debt — are increasingly viewed as the true growth and alpha generators.
Gupta in another post said that the Nifty500 space is expanding with diverse passive options and finding the right balance between risk and return, while using factors smartly is the key.
My favourite index in this Nifty500 space is Nifty500 Multicap Momentum Quality 50, is what Gupta shared and further mentioned that though it is a long name it delivers three things such as, firstly Simplicity of multi cap portfolios. Secondly, quality needed in mid and small and lastly, the element of momentum that as a style has a proven track record.
Radhika Gupta in her post shared some interesting data on various indices in Nifty500 space. There are five different indices based on Nifty 500 – Nifty 500 TRI, Nifty 500 Momentum 500 TRI, Nifty 500 Multicap Momentum Quality 50 TRI, Nifty 500 Quality 50 TRI, and Nifty 500 Flexicap Quality 30 TRI.
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Edelweiss Mutual Fund has the first and only index fund and ETF in this space – Nifty 500 is what the CEO shared.
“Edelweiss Mutual Fund is the first and only provider of an index fund and ETF tracking the Nifty500 in this space,” the CEO highlighted, directing investors to http://Edelweissmf.com for more details.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
