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

1m3mmax
Current value of ₹ 100 invested once
at launch

Feb 7, 2022

would be
PrimeInvestor Core & Satellite ETF
₹ 89.15
Equity Large Cap
₹ 91.28
FebFebFebMarMarMarMarAprAprAprAprMayMayMayMayMayJunJunJunJun9095100

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.