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

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Dec 5, 2021

would be
Aspire Sectors & Asset-classes Rotation
₹ 101.54
Equity Large Cap
₹ 99.93

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