Name: TBNG Wealth Creator
Brand: smallcase
SKU: TMET_0004
Price: 500000 INR

Nifty 100 Index

TBNG Wealth Creator

Tarun Birani

This is a multi-asset ETF portfolio investing in domestic,international equity ETF and Gold ETF.

All publicly-traded ETFs on the National Stock Exchange of India are included in the universe.

Research on various allocation strategies has been performed to craft a better risk-adjusted return portfolio.

Screening is based on the relevance of the ETF to the respective theme of the smallcase. Other data points considered while screening and analyzing ETFs include assets under management and trading volume.&nbsp;

Different assets outperform each other at different times. The weights are assigned after a detailed study of historical data and also future prospects of the respective asset class and/or sector.&nbsp;

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened ETFs are then weighted according to the selected asset allocation algorithm.

TBNG Wealth Creator

TBNG Wealth Creator

smallcase is played out

Overview

ETFs & Weights

smallcase is played out