Aspire-AR.D [Aspire - Asset Rotation Daily]

Aspire-AR.D [Aspire - Asset Rotation Daily]

by SmartWealth.ai

Overview

ETFs & Weights

Rotate Nifty, Gold and Liquid ETFs reviewed daily. Amount Rs 10-50k. CAGR>20%. Risk <30%.

Investment Rationale

Created by SmartWealth.ai for FD and MF focused investors looking to get started with simple and direct participation in securities market. Portfolio is based on proprietary quantitative rules to rotate investments among negatively correlated asset classes to benefit from trends, while mitigating risks in those asset classes. Typical holding period 2 to 5 weeks.

About the Manager

smallcase is played out

This smallcase is not being tracked and will not have any further rebalance updates

Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore

Min. Amount

₹ 10,000

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 10,000

More actions

smallcasesAspire-AR.D [Aspire - Asset Rotation Daily]