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 Nippon India 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 Nippon India 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 

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Created by smallcase Research

Past PerformancePerformance vs 

Equity Large Cap

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

₹ 414.84
Equity Large Cap375.45%
₹ 475.45
Equity Large Cap
Comparing:  smallcase with Equity Large Cap

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