Why should you invest in this smallcase?

This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%.


smallcase invests in large-cap companies using Nippon India ETF Nifty Bees

  • Large cap companies are usually well established and the chances of such companies going bust are low
  • Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation


smallcase invests in Gold using Nippon India ETF Gold Bees

  • Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties
  • Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier 

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Jun 29, 2007

would be
Equity & Gold
₹ 411.77
Equity Large Cap
₹ 311.72
2008200920102011201220132014201520162017201820192020100150200250300350400

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart