Nifty 500 Index

Inflation Resistant

All publicly traded companies/ETFs on the National Stock Exchange of India are included in the universe

Each asset class is analyzed through a macro-informed lens, assessing key drivers such as growth, inflation, liquidity, and policy cycles. This helps identify how different assets are likely to behave across varying market regimes and ensures informed allocation decisions.

Within each asset class, we select specific instruments based on liquidity, cost efficiency, and reliability of exposure. The aim is to use clean, scalable proxies that accurately capture the intended asset behavior without introducing unnecessary risks.

The portfolio follows a risk parity approach, assigning weights based on risk contribution rather than capital allocation. This ensures that no single asset class disproportionately drives portfolio volatility, leading to a more balanced and stable return profile.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Asset allocation is dynamically adjusted in response to evolving macro conditions and changing correlations. The objective is to position the portfolio to generate consistent, risk-adjusted returns by leveraging diversification and optimizing the return per unit of risk undertaken.

Keystone Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Portfolio primarily built on risk parity to maximize return per unit of risk taken.

Keystone Asset Allocation

Overview

ETFs & Weights