About the smallcase

Mutli Asset Smart ETF is a smart passive smallcase that will hold ETFs based on multiple assets – Indian equities, global equities, gold, debt, liquid funds etc.



  • The smallcase will combine assets that have low or negative correlation with each other so that portfolio volatility is reduced. For example, when equities fall, it is seen that gold remains stable or rises.



  • Unlike a dumb passive strategy that buys all underlying assets irrespective of valuations, this is a smart passive strategy. The mutual weights of various multi asset ETFs will be dynamically balanced based on past returns, and future outlook so that an investor doesnot own high proportion of overvalued asset classes at any point in time.



  • This strategy when combined with the power of investing through a SIP route, creates safety at two levels. One at the smallcase level, and second at investor level through SIP.



  • The objective of the smallcase is to enable investors to earn, over 3-5 year period, market returns at low cost and lower volatility than one asset class. Lower volatility gives staying power. And time is the essence of compounding.



  • It is important to note, what this smallcase cannot deliver. Unlike our other smallcase - Sustainable Compounders , this smallcase is not an alpha product. In other words, it will not beat the underlying indices on which it is based. It is just a better passive product than what you can get through a mutual fund.


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Understand smallcase costs and returns

Understand smallcase costs and returns