Nifty_SM100

The investment universe is drawn from listed Indian companies across market capitalizations, along with select asset classes such as gold and silver ETFs. This ensures a diversified pool that captures both equity-driven growth opportunities and the stability of precious metals.

Our research combines fundamental analysis, market trend studies, and macroeconomic insights to identify themes relevant for the Samvat year. The goal is to balance long-term compounding potential with near-term resilience, while keeping allocations simple and transparent.

From the broader universe, companies and ETFs are screened based on financial strength, liquidity, growth visibility, and alignment with the portfolio’s core philosophy. This screening ensures only the most credible and opportunity-rich constituents are included.

Portfolio weights are assigned to create balance between growth and stability. Equities are equally weighted to reduce concentration risk, while gold and silver ETFs are given meaningful allocations to provide a hedge against volatility and currency fluctuations.

This smallcase will be rebalanced on an as-needed basis

Samvat 2082 Asset Allocation

Compare with 101st-250th market cap stocks

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Invest smartly in gold, silver & India’s growth story this Samvat.

Samvat 2082 Asset Allocation

Overview

Stocks & ETFs