Fivecap Index ETF Portfolio

Fivecap Index ETF Portfolio is a system driven index investing portfolio which invests into Equity, Gold & Fixed income ETFs for long term wealth creation.

Asset Class

ETFs – Equity & Fixed Income

Volatility

Low

Fivecap Index ETF Portfolio is a system driven index investing portfolio which invests into Equity, Gold & Fixed income ETFs for long term wealth creation.

Build a portfolio of 4-5 equity, fixed income and gold ETFs.
Review & Rebalance monthly to keep the portfolio aligned with the market movements.

Specifications

Theme

This is an all-weather ETF investing strategy which allocates portfolio amongst various listed ETFs for long term wealth creation with low risk.

Diversification

Investment into NIFTY, Junior NIFTY, Debt and Gold ETFs with a focus upon dynamic asset allocation

Sample Set

All Equity, Debt and Gold ETFs

Expected
Return*

TBD

Investment Horizon

Any time horizon

Risks

Low risks