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.
Past Performance vs
Equity Large Cap
Jan 1, 2016
Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns