About the smallcase

  • Blue chip companies have well established business models and stock prices of such companies are usually very stable. Hence adding blue chip stocks to the portfolio increases stability of the portfolio. 
  • Debt investments have lower risk compared to equity investments. Interest is paid at predefined regular intervals on debt instruments. Holders of these instruments also receive a terminal value when the instrument matures. Generally, yields / returns on corporate debt tend to be higher compared to returns generated by bank fixed deposits. 
  • A portfolio that contains both equity and debt instruments is well diversified. Diversification across asset classes significantly reduces the probability of the portfolio experiencing dramatic declines and offers a smooth wealth creation journey.
  • This smallcase provides exposure to blue chip companies as well as high quality debt instruments issued by public sector companies, through ETFs. 60% of the investment goes into top 100 market cap companies and 40% into debt issued by public sector enterprises.


Past Performance vs 

Equity Large Cap

1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch

Feb 12, 2021

would be
Equity & Debt
₹ 107.44
Equity Large Cap
₹ 107.00
MarAprMayJunJulAugSepOctNovDec2022FebMarAprMay95100105110115

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.