About the smallcase

If you have a goal that you want to fulfil in and around the year 2040, then this is the ideal smallcase for you to invest in. There are two objectives of this smallcase - maximize the returns in the initial years & protect wealth in the later years.

  • An ETF basket weighted intelligently between equity, fixed income, cash and/or gold.
  • Higher equity allocation during early years to maximize wealth creation.
  • For wealth protection near the target date, allocation to safer asset classes like fixed income and cash increases as the target date approaches 
  • Long term investment - intended to be withdrawn only at the target date
  • Rebalanced every year

The smallcases uses Nippon India Nifty 50 Bees ETF for the equity portion, BHARAT Bond ETF for the fixed income portion, Nippon India Liquid Bees ETF for cash portion and finally SBI Gold ETF for gold.

Read more about Horizon 2040

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