From The Economic Times · Spotlight Wire · · 50s
Beyond accumulation: Giving every investment a clear role
Investors should define each investment's role in their portfolio, not just add more products.
In brief
Investors should define each investment's role in their portfolio, not just add more products. Investors should assign clear roles to investments like core or satellite strategies to avoid over-allocating. Originally reported by The Economic Times.
Portfolio mistakes
Investors often assign the wrong role to products, not choosing the wrong investment.
Core and satellite framework
The core handles long-term wealth building, while satellites offer tactical exposure like SIFs.
SIF growth
SIF assets reached ₹31,175 crore in August 2026, with hybrid strategies accounting for a significant share.
Investor psychology
Strong performance can weaken portfolio discipline, leading investors to treat strategies as core holdings.
Role definition
The core answers long-term wealth questions; satellites target specific opportunities and differentiated exposure.
What happens next
Investors should focus on defining each investment's role before adding new strategies.
The bottom line
Investors should assign clear roles to investments like core or satellite strategies to avoid over-allocating.
