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
Live Performance vs
Equity Large Cap
Jan 16, 2019
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.