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

Download key points of this smallcase

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Dec 5, 2021

would be
Aspire Portfolio Of Funds
₹ 116.24
Equity Large Cap
₹ 129.52
2022AprJulOct2023AprJulOct202490100110120

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