About the smallcase
Get the low-cost benefits of ETFs and have an all-weather portfolio that lets you stay with the market tide plus get return boosters through themes and strategies. Here’s why you need this ETF portfolio:
- Uses traditional broad market-cap based equity indices along with allocations to other asset classes for the core.
- Layers on thematic and factor-based indices for the satellite. Allocations shift between indices to suit ongoing market flavour. Generate alpha or protect downside based on markets!
- Ensures you ride themes and sectors at the right time. Satellite indexes and allocations decided based on market conditions, sector prospects, and right timing.
- Core allocations generally stable, with some tweaks to tackle equity market gyrations.
- Core-satellite mix lets you sail with the markets, hedge risks, and get market-plus returns through tactical allocations to sectors and strategies.
Past Performance vs
Equity Large Cap
Feb 7, 2022
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
PrimeInvestor is an unbiased, independent, personal finance research platform. We empower you with simple, meaningful and actionable investment insights, recommendations, and solutions so you can confidently build wealth for any need. We discover the best investment products for you across stocks, ETFs, mutual funds, bonds, gilts, fixed deposits, NPS, and insurance. We also provide a range of research tools across these product classes to enable you to do your own research.