About the smallcase

  • An effective diversification strategy will require buying a wide variety of investments. International equity has comparatively lower correlation with Indian equity, thereby offering good diversification benefits.
  • This smallcase provides exposure to the top 100 Indian companies by market capitalization. It also provides exposure to the top 100 companies listed on Nasdaq stock exchange.
  • Nasdaq 100 companies represent the largest non-financial companies listed on the Nasdaq stock exchange. It is generally regarded as the technology index given most of these companies are operating in the technology sector. This includes marquee names such as Amazon Inc., Apple Inc., Facebook Inc., Microsoft Corp. etc.
  • This smallcase also provides exposure to the largest listed companies in India. These blue chip companies have well established business models and their stock prices tend to be stable. Thus, adding them to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends.


Read more about Global Opportunities Asset Allocation

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