New Delhi, Sept. 28 -- Mutual fund investors deciding where to invest need to look beyond choosing an individual scheme and first assess how much of their portfolio should go into different equity categories.

Motilal Oswal Private Wealth's September 2026 Alpha Strategist report, "A Tale of Two Currents", has suggested an equity allocation framework across mid- and small-cap funds, hybrid and large-cap funds, and global funds.

The approach reflects its positive assessment of India's domestic economy, while factoring in global risks, higher crude prices, and rising yields.

The wealth manager has maintained a neutral view on equities in the short term and a positive view over the long term. Its suggested allocation is:

So, for every Rs.1...