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

Download key points of this smallcase

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Feb 12, 2023

would be
Aspire 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.

Understand smallcase costs and returns

Understand smallcase costs and returns