About the smallcase

Captures momentum among top asset-classes and sectors, while managing risk:

1. Portfolio takes a concentrated position in 1 ETF from a universe of 2 asset-classes (Gold and Nifty) 3 sectors (IT, Pharma, FMCG)

2. 1 ETF experiencing highest momentum is selected and held until momentum lasts

3. 80% capital is deployed to the selected ETF, and rebalanced only if weight has changed significantly

4. For risk management, we exit the ETF when its annualized volatility rises above 30%

5. If capital is unutilized because of inadequate opportunities in the selected universe, upto 90% capital can be deployed in interest-rate linked ETFs

6. Reviewed monthly

Read more about Aspire Sectors & Assets Rotation

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Understand smallcase costs and returns

Understand smallcase costs and returns