Why should you invest in this smallcase?

Actively managed, all-weather portfolio which deploys a unique "All In 1" strategy:


  • Asset Allocation: Allocate among Equity/Debt/Gold. We may be 100% equity to reap the upside when market is down and then add defensive components to protect the gains after upside.
  • Within Equity: We move across Large, Mid and/or Small cap segments as per their relative attractiveness. This flexibility gives us an edge.
  • Focused Portfolio: No more than 10 stocks to unlock the power of focused portfolio which combines with defensive component to form a unique approach.
  • Ultra Low Cost: 0.98% per year. So, ₹980 per year per lakh. This is billed monthly, ₹82 (₹980/12) per month per lakh of investment. Cheaper than buying few kg of onion these days. To ensure, investors remain invested for long term without worrying about costs for real compounding to take place.
  • Rebalance: As and when needed. We don't rebalance too often. It is a low churn, high conviction stocks portfolio. On average, rebalance is around once a quarter or six months.


Overall, a smallcase that combines triple power of 1) Focused Portfolio 2) Flexibility of asset allocation 3) Low cost structure. Since it takes care of everything, we named it - "All in 1"

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Ace Equity Investor

Past Performance vs 

1m6m1y3y5ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Aug 16, 2016

would be
All In 1
₹ 226.74
Equity Multi Cap
₹ 169.18
AugSepOctNovDec2021FebMarAprMayJunJulAugSepOctNov100120140160180200220240

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns