About the smallcase
Diversifies across 3 asset-classes using Markowitz Efficient Frontier concept:
1. Following 3 asset-classes are combined for optimum risk-return-effort balance:
a. Equity index ETF
b. Gold ETF
c. Debt ETF
2. Allocation to any individual asset-class is limited to 95%, and weights are determined using mean-variance optimization
3. Portfolio will have 2-3 ETFs
4. Reviewed weekly
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Live Performance vs
Equity Large Cap
Current value of ₹ 100 invested once
at launch
would beAspire Diversified Assets Portfolio
₹ 108.53
Equity Large Cap
₹ 110.68
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.