The ETF portfolio consists of 3 asset classes built to generate consistent returns across all market cycles. This is a long-only strategy to optimize risk-adjusted returns

Each asset class is chosen with a specific purpose:

• Indian Equity – to drive returns by capitalizing on India’s growth story
• Debt – to generate stable returns, reduce volatility, and protect against steep corrections
• Gold – to protect against inflation and economic shocks

Additionally, exposure to multiple asset classes improves the risk behavior of the portfolio.

Gold and Debt have a negative correlation with equities. This helps in reducing the portfolio risk and gives a diversified portfolio across asset classes.

In our back test results, this smallcase has shown significantly lower drawdowns than Equity during economic shocks such as Global Financial Crisis (2008) and Covid (2020).

The smallcase is rebalanced quarterly to generate better risk-adjusted returns