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About the 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 

Past Performance vs 

Equity Large Cap

1m6m1y3ymaxSIP
Current value of ₹ 100 invested once
at launch

Jan 16, 2019

would be
Equity & Gold
₹ 158.71
Equity Large Cap
₹ 146.80
AprJulOct2020AprJulOct2021AprJulOct2022Apr100120140160

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.