Nifty 500 Index

PrimeInvestor Core & Satellite ETF

All ETFs listed on Indian exchanges, in equity, debt, and gold.

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.&nbsp; In addition to quantitative parameters, qualitative factors are applied to draw up the portfolio especially with the 'satellite' portion of the portfolio. Sector-wise trends, market-cap trends, and asset trends are studied to decide allocation within the satellite portion of the portfolio as well as tweaks to the core-satellite blend.

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>

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

This smallcase will be rebalanced on an as-needed basis

PrimeInvestor Core & Satellite ETF Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Blends core broad-market index ETFs along with sector, thematic, strategy & factor index ETFs 

PrimeInvestor Core & Satellite ETF Model

Overview

ETFs & Weights