About the smallcase

  • The portfolio ensures growth along with stability. You can grow your investment by capitalizing on India’s growth potential by investing in equities while stay protected from inflation and economic shocks by investing in gold.
  • Rather than investing in only Equity or only Gold, invest in combination of both to benefit from diversification. 
  • This smallcase invests in equity and gold with their weights fixed to 65% equity and 35% gold
  • The smallcase invests in Indian large companies using Nifty 50 ETFs. These are large cap companies which are well established, diversified across sectors and have good corporate governance. 
  • The smallcase invests in Gold using Gold ETFs. Gold acts as a hedge against inflation and economic shocks. Due to gold’s negative correlation with equities, it acts as an effective asset class for portfolio diversification.


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Understand smallcase costs and returns

Understand smallcase costs and returns