Name: All-Season - Aggressive Theme
Brand: smallcase
SKU: RUPEET_0004
Price: 50000 INR

Rupeeting is a SEBI-registered investment advisor. We manage smallcases and also offer personalised advisory, helping investors build and manage stock and mutual fund portfolios.

At Rupeeting, we are a bunch of fundamental analysts and managers, who are focussed on the long term. Our approach helps us keep our visions stuck to meaningful wealth creation over the years.

Rupeeting is associated with Paterson Securities Group, which is one of the oldest stock brokers in India. Started in 1892, Paterson has a rich legacy of more than 100 years, and a presence across stock broking, wealth management and portfolio management services.

Nifty 500 Index

All-Season - Aggressive

All-Season - Aggressive Theme

Sagar Lele

Diversified and low-cost ETFs designed to weather the market and grow your wealth. 

We include all major and investable asset classes in India, for which corresponding ETF instruments are available - equities (large, mid and small cap), debt (government and corporate), gold and international stocks.

Historical returns make little sense in portfolio construction, since portfolio are built for the future. For forecasting returns, we rely on a two-step method incorporating the Capital Asset Pricing Model and research from our highly experienced investment team.

Since ETFs track the underlying index, we use a rather simplistic constraint-based approach to select instruments. Our criteria includes and is not limited to price (to limit the minimum investment amount on the portfolio), volume (to minimise tracking error and ensure timely execution), tracking error, and disparity between the price and NAV of the ETF.

We define the amount of risk allocation for each of the three branches of the All-Season Strategy - Aggressive, Balanced and Conservative. For the sake of simplicity and standardisation, we use SEBI's categorisation of mutual fund schemes. We set the same brackets for our strategies: Aggressive 🐴 (Percentage of Debt: 20-35%; Percentage of Risky Assets: 65-80%),Balanced 🦉 (Percentage of Debt: 40-60%; Percentage of Risky Assets: 40-60%), andConservative 🐻 (Percentage of Debt: 75-90%; Percentage of Risky Assets: 10-25%)

This smallcase will be rebalanced on an as-needed basis

All-Season - Aggressive Theme

All-Season - Aggressive Theme

Overview

ETFs & Weights