Endurance Paired-Strategy Portfolio
Managed by SmartWealth.ai
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 17,490
2-in-1 combo of stocks and assets. Invest up to ₹50Lacs.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 17,490
1Y CAGR
51.90%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Large Cap CAGR |
|---|---|
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
NA
24.96
NA
2.51
NA
2.08
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
5.03
NA
0.00
NA
64.32
NA
Pro
NA
Pro
NA
Pro
Relative
NA
32.17
NA
7.59
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 19 | weekly |
| Last Rebalance | Next Rebalance |
|---|---|
| May 8, 2024 | May 15, 2024 |
About the smallcase
Diversifies across 2 strategies using Markowitz Efficient Frontier concept:
1. Following 2 strategies are combined for optimum risk-return-effort balance:
a. Diversified Stocks Portfolio
b. Sectors & Asset-classes Rotation
2. Allocation to any individual strategy is limited to 75%, and weights are determined using mean-variance optimization
3. Portfolio can have 0-20 stocks and 1-3 ETFs
4. Unutilized capital will be deployed in interest-rate linked ETFs
5. Reviewed weekly
Launch Date
Feb 12, 2023
Subscription Fees
₹ 6,999/3m
Factsheet
Download key points for this smallcase
About the Manager
SmartWealth.ai
Manages 10 smallcases
Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!
SEBI Registration No: INH200008644
Disclosures
