Equity, gold, and strong silver exposure with disciplined rebalancing for stable long-term growth.
Investment Rationale
Balanced growth. Structured stability.
The 21G Balanced Fund Portfolio is a rule-based strategy designed to balance growth and stability across market cycles. It dynamically allocates between equities and defensive assets such as gold and silver ETFs based on measurable market strength and stability.
The strategy follows a disciplined, systematic framework and adjusts exposure as market conditions evolve, aiming to maintain consistency across different environments.
The portfolio may include ETFs when they demonstrate strong leadership characteristics.
Strategy Highlights:
Currently holding diversified assets across equities and defensive ETFs
Rule-based allocation driven by measurable strength and stability
Adaptive exposure across equities, gold, and silver
Structured risk management across market cycles
Suitable for investors seeking balanced long-term wealth creation
Performance Snapshot:
Balanced Fund Portfolio is a live, rule-based strategy on Smallcase designed to balance growth and stability through disciplined allocation.
The strategy follows predefined rules to dynamically align with changing market conditions while maintaining structured portfolio management.
Managed by Gaurav Verma, SEBI-Registered Investment Adviser, with over 15 years of experience in Indian equity markets.
Disclaimer: Past performance is not indicative of future results. Investments in securities markets are subject to market risks.
Performance
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About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 7,907
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 7,907
Get access for ₹2499/6m
Get access for ₹2499/6m