New Delhi, May 29 -- Jio BlackRock AMC believes the West Asia conflict has delayed India's corporate earnings recovery cycle by one to two quarters.

In the Mint Money Guru series, chief investment officer Rishi Kohli explains why stock selection, sector allocation and factor investing are three distinct sources of alpha - and why combining them can make portfolios more resilient.

Our FlexiCap approach is benchmark-aware. For every stock, we operate within a defined band around its weight in the Nifty 500. For example, if a stock has an 8% benchmark weight, our allocation can range between 5% and 11%. So sectors with large benchmark representation, such as banking and IT, will naturally remain part of the portfolio.

The objective is to ...