About the smallcase

A single asset class has periods of outperformance and periods of drawdowns. Using a mix of non-correlated asset classes yields a combination that has far lesser volatility and comparatively better risk-adjusted returns. Different asset classes react differently to business cycles, changes in the economy, and geopolitical realities. This is a diversified Multi-Asset ETFs portfolio that aims to generate long term capital appreciation by investing in multiple asset classes.

This small case invests in 2 asset classes-equity and gold

  • Under Equity, the fund invests in international and domestic equity.
  • The portfolio is rebalanced periodically to establish better risk control, and ensure that the portfolio is not overly dependent on a single asset class for a longer period.

Download key points of this smallcase

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Nov 23, 2020

would be
TBNG Wealth Creator
₹ 144.01
Equity Large Cap
₹ 142.04

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns