Name: PrimeInvestor Core & Satellite ETF
Brand: smallcase
SKU: PRIMET_0001
Price: 5028 INR

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.

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Nifty 100 Index

PrimeInvestor Core & Satellite ETF

Bhavana Acharya

Blends core broad market index ETFs and thematic/ strategy ETFs for top-notch long-term returns

<ul><li>All ETFs listed on Indian exchanges</li><li>Minimum track record of 6 months since launch of ETF</li><li>Average daily traded value of at least Rs 10 lakh and traded on all days</li></ul>

Quantitative ranking of ETFs based on:<ul><li>Tracking error over different timeframes</li><li>Expense ratio</li><li>Turnover and days traded</li><li>Deviation of market price from ETF NAV</li></ul>

Smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

ETF shortlist drawn up based on performance consistency, extent of outperformance, and nature of returns of the underlying index over comparable broad market-cap based indices such as Nifty 50 or Nifty 500. Further, performance of closest comparable active mutual funds across categories analysed to check ability of passive strategy to deliver better. Final portfolio based on quantitative methodology and qualitative analysis on market cycles and themes, in addition to ETF performance metrics.

At least 40-50% weight is given to the core section of portfolio. Remaining weights go to satellite indices, depending on their ability to generate alpha and limit downside in the portfolio.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened ETFs are then weighted according to the selected asset allocation algorithm

PrimeInvestor Core & Satellite ETF

PrimeInvestor Core & Satellite ETF

Overview

ETFs & Weights