Name: Smart ETF Asset Allocation
Brand: smallcase
SKU: CEDET_0001
Price: 1919 INR

Compound Everyday Capital Management LLP is a SEBI registered Portfolio Manager and Investment Adviser.  It is a value oriented investment firm offering reasonable risk adjusted returns since 2012.

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Nifty 100 Index

Multi-Asset Smart ETF

Smart ETF Asset Allocation

Surbhi

Smart portfolio of multi-asset ETFs for earning market returns at low volatility and cost.

All publicly traded ETFs on NSE or BSE

Research team tracks performance and mutual correlation of various asset classes. The smallcase aspires not to give high allocation to those asset classes where valuations or past performance is high. Also while assigning mutual weights, the smallcase aims to lower the mutual correlation and concentration of risk exposures to ensure resilience.

The team does in-depth research to decide inter-se allocation among various ETF. Care is taken to include ETFs with high liquidity, low tracking error and low costs.

The smallcase respects the fact that all asset classes move in cycles that mean revert. The key parameter that the smallcase tracks is the part returns of an asset class. The asset class whose past returns are high is given a lower weight and the asset class whose past returns are low are given a higher weight.&nbsp;

This smallcase will be rebalanced on an as-needed basis

The allocation is decided among multi asset ETFs to ensure that portfolio correlation among assets is minimised and the smallcase doesnot own high proportion of overvalued asset classes at any point in time

Smart ETF Asset Allocation

Smart ETF Asset Allocation

Overview

ETFs & Weights