Gold Hedge Advantage with Stock Growth Potential | Quarterly Rebalanced for Effortless Investing
Investment Rationale
The Samvat Portfolio Quant is a thoughtfully simplified version of our most-loved Aspire Diversified Stocks Portfolio Quant – created to celebrate the new Vikram Samvat year and symbolize renewal, balance, and disciplined investing.
- Balanced Growth and Stability: Fixed 60% allocation to Gold ETFs cushions against market volatility while the remaining 40% in high-momentum stocks drives growth.
- Smarter Than Passive ETFs: Unlike passive ETF portfolios, this strategy enhances risk-adjusted returns through intelligent stock selection and effortless quarterly rebalancing.
- Data-Driven Stock Selection: Quantitative models identify 4 strongest momentum stocks from a broad, liquid universe – capturing leadership trends missed by static indices.
- Low Effort, Cost-Efficient: Quarterly rebalancing reduces churn and transaction costs while maintaining portfolio efficiency.
- Rule-Based Discipline: Removes emotion and bias, ensuring consistent decision-making across market cycles.
- Investment horizon: 5+ years
The Samvat Portfolio Quant offers investors a calmer, smarter path to long-term wealth creation – blending the strength of stocks momentum with the timeless stability of gold.
Consider adding Aspire Diversified Assets Portfolio for enhancing diversification.
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Performance
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About the Manager
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Min. Amount
₹ 3,757
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 3,757
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