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.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by QED Capital

Past Performance vs 

Equity Large Cap

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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
201620172018201920202021100120140160180200220

Launch

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