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


Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

Value of ₹ 100 invested once on
inception of this smallcase

Jun 29, 2007

would be
Equity & Gold
₹ 498.85
Equity Large Cap
₹ 408.13


Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns