Return on my investments

Building a portfolio is a complex exercise, and it has to be maintained too. A person’s portfolio holds different types of assets based on her financial goals, and each asset class gives different types of returns, which is why a portfolio must have an ideal mix of financial products.

One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation. Here’s a look at how four commonly used asset types – equity, cash, gold and fixed income — have done in different periods.

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(Graphic: Satish Kumar/Mint)

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Updated: 10 Oct 2023, 09:45 AM IST