About the smallcase
Captures momentum in ETF universe, while managing risk and diversifying across asset classes:
1. Portfolio has upto 3 ETFs chosen from a shortlist of 20+ uncorrelated ETFs
2. ETFs 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. For risk management, we exit an ETF when its annualized volatility rises above 60%
5. If capital is unutilized because of inadequate opportunities in ETFs, upto 90% capital can be deployed in interest-rate linked ETFs
6. Reviewed weekly
Past Performance vs
Equity Large Cap
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
Understand smallcase costs and returns
Understand smallcase costs and returns
