About the smallcase
- Suited for 'Salaried Youth, who wish avoid the Savings only-led stagnation and move to Investment-led growth in a systematic manner and drive their retirement goals in a slow an steady manner. Ideal for Lump sum plus SIP investments on longer time frames. Ideal for retirees who wish to diversify their investments across multiple asset classes and hedge their investments against concentration risk of excessive investments in any one asset class.
- This small case envisages investments in multiple asset classes , (largely in, Exchange Traded Funds (ETF) form consisting of the likes of NIFTY50 Index Fund, Gold ETF, Liquid Fund ETFs, , with some top ups from Real Estate Investment Trusts-REITs, at times.
- Investment in Gold is typically considered as a hedge against rising inflation / economic crisis / geo-political crisis scenarios
- Investments in Liquid Bond Funds are cash equivalents that can be used in an opportunistic way and on a need basis. Liquid funds do not carry the interest rate risk either.
- Investments in N50 ETFs enables you to buy a diversified basket of large cap stocks, without the hassles of individual stock picking.
- Real Estate Investment Trusts and the variants there of, is a new and important asset class that is now available for investors to investment in commercial real estate in India through Indian Stock Exchanges.
- Rebalancing would be taken up on a need basis, by shifting the weights from one asset class to another, in an opportunistic fashion.
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