Let us take an example to show market value (at the end of 2019) of Rs 1 lakh investment made in 1998 for different asset allocations with annual asset allocation rebalancing to the target asset mix. You can see that the maximum wealth creation has taken place in 70% equity and 30% debt asset mix.
Source: Advisorkhoj, 31st December 2019 (Nifty 50 as the proxy for equity and Nifty 10 year G-Sec Index as the proxy for debt.)
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