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Aspire Diversified Stocks Portfolio

Managed by SmartWealth.ai

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 4,054

Up to 5 stocks and gold. Invest up to ₹5Lacs in SIP mode.

OverviewPortfolio

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 4,054

2Y CAGR

38.58%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Large Cap CAGR
1M
6M
1Y
MAX
SIP
Loading...
1M
6M
1Y
MAX
SIP
High Volatility

High Volatility

1.52x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Technical
Quantitative

+1 more

Comparable Index

Comparable Index

Equity Large Cap

Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated

Key Metrics

Fundamental

  1. NA

    22.14

  2. NA

    2.51

  3. NA

    2.34

  4. NA

    24.84

  5. NA

    4.40

  6. NA

    1.10

Technicals

  1. NA

    2.44

  2. NA

    0.00

  3. NA

    97.60

  4. NA

    Pro

  5. NA

    Pro

  6. NA

    Pro

Relative

  1. NA

    80.85

  2. NA

    10.65

  3. NA

    Pro

  4. NA

    Pro

  5. NA

    Pro

  6. NA

    Pro

Portfolio

See detailed constituents 

Key details about smallcase portfolio

ConstituentsRebalance Frequency
6weekly
Last RebalanceNext Rebalance
May 8, 2024May 15, 2024

About the smallcase

Captures momentum in a liquid stock universe, while managing risk and hedging dynamically with gold:

1. Portfolio has up to 5 stocks with at least Rs. 10 crores average daily trading

2. Stocks experiencing highest momentum are selected and held until momentum lasts

3. Positions are equally weighted, and are rebalanced if weights changed significantly

4. For risk management, we exit a stock when its annualized volatility rises above 60%

5. If stock opportunities are inadequate, unutilized capital is dynamically deployed in interest-rate linked ETFs

6. Portfolio volatility is contained by dynamic hedging with gold ETF

7. Reviewed weekly

Launch Date

Dec 5, 2021

Subscription Fees

₹ 299/1m

Factsheet

Download key points for this smallcase

Aspire Diversified Stocks Portfolio

See all plans and benefits

Aspire Diversified Stocks Portfolio

About the Manager

SmartWealth.ai

Manages 10 smallcases

SmartWealth.ai

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

SEBI Registration No: INH200008644

Disclosures
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