{"id":212258,"date":"2026-08-19T15:23:12","date_gmt":"2026-08-19T09:53:12","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=212258"},"modified":"2026-08-19T15:23:14","modified_gmt":"2026-08-19T09:53:14","slug":"commodities-in-indian-portfolios-asset-allocation-nippon-india-mf","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/commodities-in-indian-portfolios-asset-allocation-nippon-india-mf\/","title":{"rendered":"Commodities in Indian Portfolios to Play Bigger Role: Nippon India MF Vikram Dhawan"},"content":{"rendered":"
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Nippon India MF Vikram Dhawan: Commodities in Indian portfolios to grow as retail diversification focus accelerates. Asset allocation becoming more mainstream in India. August 2026.<\/em><\/p>\n

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Commodities in Indian portfolios could play a significantly bigger role as retail investor focus on asset allocation and diversification grows, according to Vikram Dhawan of Nippon India Mutual Fund. Dhawan argues that as investors move beyond pure equity and debt exposure and focus more on risk-adjusted returns, commodities in Indian portfolios can become an established part of the investment mix. He notes that growth in retail demand for commodity exposure will depend on asset allocation becoming more mainstream.<\/p>\n<\/div>\n

Commodities in Indian portfolios have historically been a small allocation compared to equity and debt, but that may be changing. Vikram Dhawan of Nippon India Mutual Fund made the case that commodities in Indian portfolios are likely to grow in importance as retail investors become more sophisticated about diversification and risk-adjusted returns. His view aligns with a global trend where institutional and retail investors are increasing commodity exposure as a hedge against inflation, currency depreciation, and equity market volatility.<\/p>\n

The argument for commodities in Indian portfolios rests on the low correlation that commodities typically have with equity and debt returns. In periods of rising inflation, commodities like gold, silver, and energy tend to outperform while fixed income returns erode. For Indian investors who have traditionally held physical gold, the formalisation of commodity exposure through mutual funds and ETFs represents both an efficiency upgrade and a broadening of the investable universe for commodities in Indian portfolios.<\/p>\n

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