Nifty 500 Index

Golden Opportunity

All publicly traded companies and ETFs listed on the NSE are included in the universe.

Exposure to real assets and precious metals is a tactical call during high inflation pressures. The team does in-depth research to find companies with positive exposure to gold price.

This asset allocation basket of gold-related equity with their market expsoure hedged with physical gold exposure. Considering host of quantitative and qualitative factors the research team picks individual stocks with positive exposure to gold-price movement and high-quality earnings, high upside potential and diverse business models.

The smallcase puts 50% weight in gold ETFs and 50% in selected stocks. Within this 50%,&nbsp;the selected stocks are weighted equally.

This smallcase will be rebalanced on an as-needed basis

Lotusdew Golden Opportunity Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

An asset allocation basket of gold related equity hedged with physical gold exposure

Lotusdew Golden Opportunity Asset Allocation

Overview

Stocks & ETFs

Investment Rationale

Performance

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns