Why should you invest in this smallcase?

This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%.


smallcase invests in large-cap companies using Reliance ETF Nifty Bees

  • Large cap companies are usually well established and the chances of such companies going bust are low
  • Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation


smallcase invests in Gold using Reliance ETF Gold Bees

  • Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties
  • Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier 

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by smallcase Research

Past PerformancePerformance vs 

NIFTY

Current value of Returns on ₹ 100 invested once 11 years ago would beare

smallcase197.00%
₹ 297.00
NIFTY170.93%
₹ 270.93
smallcase
197.00%
NIFTY
170.93%
Comparing:  smallcase with NIFTY
6m1y3y11ymax
20092010201120122013201420152016201720182019100150200250

Past performance doesn't guarantee future returns & is inclusive of all rebalances.Download chart