Tata MF Fund Manager Suggests 50:30:20 Commodity Allocation

Economic Times Markets · stocks

Tapan Patel, Fund Manager – Commodities at Tata Asset Management, has proposed a strategic commodity allocation for investors. He suggests a 50% allocation to gold, 30% to copper, and 20% to silver for long-term commodity portfolios. Patel notes that while gold faces pressure from a stronger US dollar and higher bond yields, copper is supported by long-term demand prospects in electrification and AI. He also highlighted crude oil's firm levels due to supply disruptions amid geopolitical uncertainties.