About the smallcase

Captures momentum in a liquid stock universe, while managing risk and diversifying across asset classes:

1. Portfolio has upto 12 stocks with at least Rs. 10 crores average daily trading

2. Stocks experiencing highest momentum are selected and held until momentum lasts

3. Positions are equally-weighted, and are rebalanced only if weights have changed significantly

4. To contain portfolio volatility, fixed 20% capital is allocated to gold ETF

5. For risk management, we exit a stock when its annualized volatility rises above 60%

6. If capital is unutilized because of inadequate opportunities in stocks, upto 30% capital can be deployed in sector ETFs

7. If capital is still unutilized because of inadequate opportunities in sectors, upto 80% capital can be deployed in interest-rate linked ETFs

8. Reviewed weekly

Download key points of this smallcase

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Dec 5, 2021

would be
Aspire Diversified Stocks Portfolio
₹ 144.19
Equity Smallcap
₹ 117.21
2022AprJulOct2023AprJul8090100110120130140

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns