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 3 asset classes-equity, debt, 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

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Nov 23, 2020

would be
TBNG Wealth Maximizer
₹ 124.82
Equity Large Cap
₹ 130.13

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

Understand smallcase costs and returns

Understand smallcase costs and returns