Name: CAGRwealth Balanced Blend Asset Allocation
Brand: CAGRwealth
SKU: CWEHET_0001
Price: 4251 INR
Availability: InStock

Nifty 500 Index

CAGRwealth Balanced Blend Portfolio

This is a passive strategy so constituents would be ETFs.

The team does in-depth research to decide the allocation between various equity factor ETFs and assets.

The research team rebalances between factors ETFs, gold and debt using internal rule based methodoly.

The research team decides weights and rebalances between factors ETFs, gold and debt using internal rule based methodology.&nbsp;

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

The final screened ETFs are then weighted according to the selected asset allocation algorithm.

CAGRwealth Balanced Blend Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Passive approach to  Factor Investing and Asset Allocation using rule-based rebalancing

CAGRwealth Balanced Blend Asset Allocation

Overview

ETFs & Weights

Investment Rationale

Performance

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns