Name: All-Weather - Aggressive
Brand: smallcase
SKU: RUPEET_0004
Price: 25000 INR

Rupeeting is an investment manager with a singular objective - to grow your money over the long term. We help turn your investments, no matter how small into your dream, no matter how big.

We recognise that "Rupee" is different for everyone; and that's where we come in. We offer a diverse set of investment opportunities for you to make the most of your money.

We follow time-tested investment strategies and apply expertise to invest your money at the right places. We don't just invest your money, we also explain everything we do. Our clients get courtside seats so they see their hard-earned money grow first-hand.

Nifty 100 Index

All-Weather - Aggressive

Sagar Lele

Diversified and low-cost ETFs designed to weather the market and grow your wealth. 

All major and investable asset classes in India - equities (large, mid and small cap), debt (government and corporate), gold, international stocks.

We use quantitative models and in-depth research. Our core portfolio strategy is based and built on Modern Portfolio Theory and deep insights from a highly experienced investment management team.

Portfolios are checked for historical outperformance to ensure that only consistently outperforming strategies are selected.

Individual ETFs are picked if they qualify in terms of several factors including but not limited to feasibility, availability of data, market cap, liquidity, price-NAV parity, and minimum investment amount.

Following parameters are input while assigning weights to ETFs:<ul><li>Modern Portfolio Theory</li><li>Estimated returns using the Capital Asset Pricing Model</li><li>Views of the investment management team</li><li>Estimated covariance using conventional historical sample covariance matrix, optimised using Ledoit and Wolf's shrinkage methodology</li><li>Portfolio tilting for incorporating the Fama-French model</li><li>Addition of asset classes with low correlation to make risk-return more efficient</li><li>Monte Carlo simulations to predict market scenarios and optimise weights</li></ul>

This smallcase will be rebalanced on an as-needed basis

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

All-Weather - Aggressive

All-Weather - Aggressive

Overview

ETFs & Weights