Why should you invest in this smallcase?

Index Alpha Balanced Portfolio aims to build a long term wealth creating portfolio of index equity etfs and debt etfs

  • Research globally and in India has shown that majority of active funds are not able to beat the indexes primarily because of high fees and lack of persistence in performance
  • Investing in an Index ETF removes fund manager and related portfolio construction risk. It ensures exposure to the broad equity market which has done better over the longer run
  • Rationale of this portfolio is to deliver equity like or near equity returns with lower drawdown and lower volatility.
  • Portfolio will be rebalanced once a quarter by an algorithm which will take into account the weights drift.

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Created by QED Capital

Past Performance vs 

Equity Large Cap

Value of ₹ 100 invested once on
inception of this smallcase

Jan 1, 2016

would be
IndexAlpha Balanced Porfolio
₹ 195.36
Equity Large Cap
₹ 229.24


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