1 week ago
Gold, GIFT and Staggered Investing Guide Markets Amid Uncertainty
Indian stocks had a weaker August after rising for two months.
Some broader market measures still gained during the month.
The brokerage says investors should invest money gradually instead of all at once.
This can help reduce the risk of buying just before prices fall.
It also recommends moving some money from small companies to larger companies.
Gold can help diversify a portfolio when markets are uncertain.
Investments linked to GIFT can provide another diversification option.
Different portfolios should use different mixes of stocks, bonds and other assets depending on an investor’s risk tolerance.
Indian markets ended August lower after a two-month rally, while broader indices remained positive.
The brokerage recommends staggered investing to reduce the risk of entering markets at unfavorable prices.
It suggests partially shifting allocations from small-cap stocks toward large-cap companies.
Gold is presented as a portfolio hedge, while GIFT exposure is suggested for diversification.
Model portfolios vary by risk appetite, with aggressive investors holding more mid- and small-cap equities and moderate investors adding debt, gold and GIFT exposure.
- Who
- Mirae Asset Sharekhan, the brokerage behind the September 2026 investment strategy, and Indian investors.
- What
- The brokerage recommended staggered investing, greater diversification, partial reallocation toward large caps, and exposure to gold and GIFT offerings.
- Where
- The recommendations concern Indian markets and include GIFT exposure.
- When
- The recommendations followed Indian market performance in August and were presented in the September 2026 investment strategy.
- Why
- To manage market-entry risk, diversify portfolios and align stock and debt allocations with investors’ risk appetite during uncertain conditions.
Key facts
- August market performance
- Indian markets ended August in the red after a two-month rally; small caps gained 3.77%.
- Nifty 50 valuation
- The forward price-to-earnings ratio fell from 18.74 times at the end of July to 18.15 times at the end of August.
- Aggressive portfolio
- 20% large cap, 40% mid cap, 25% small cap, 5% flexi cap, 5% thematic and 5% GIFT outbound.
- Moderate portfolio
- 20% large cap, 22% mid cap, 10% small cap, 15% balanced advantage, 23% corporate bond and short-duration funds, 5% gold and 5% GIFT outbound.
- Conservative portfolio
- 10% gold, 70% corporate bonds and short-duration funds, and 20% balanced advantage funds.
- Regular Income Basket
- 70% balanced advantage funds and 30% multi-asset strategies.
- Build India Basket
- 80% thematic or sectoral funds and 20% flexi-cap or multi-cap funds.
Sources
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