All-Season - Conservative

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 - Conservative Theme

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

All-Season - Conservative Theme

Overview

ETFs & Weights

At a Glance

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