Featured Strategy

DSP Smallcase Testing

Learn more
CategoryEquity
No. of ETFs3 ETFs
Review CycleMonthly Review
Horizon3–5 Years

Portfolio Spotlight

Equity Allocation

DSP Smallcase Testing

  • Constituent 133%
  • Constituent 233%
  • Constituent 334%

Explainer Video

Introducing Demo Updated Factor

Performance

How this portfolio has performed

Compare growth against a benchmark across timelines and see what a hypothetical investment would be worth today.

MethodologyKnow how this portfolio was createdFactsheetDownload key points of this portfolio
In the period of
Amount (₹)00.5K1K1.5K2K2.5KOctDecFebAprJunAugTime

Overview

Understand this portfolio

Key metrics, suitability, and strategy highlights to help you evaluate whether this model portfolio fits your goals.

Investment Objective

Equity

DSP Smallcase Testing Designed for investors seeking a rules-based equity model portfolio built with ETFs.

No. of ETFs

3 ETFs

Suggested Horizon

3–5 Years

Review Cycle

Monthly

Min. Investment

₹16,363

Who this may be suitable for

Investors aligned with a moderate risk profile who want a rules-based equity model portfolio built with ETFs.

What investors should keep in mind

Demo Updated Factor is subject to market risk and may experience drawdowns of up to 7.6%. Past performance does not guarantee future results.

  • Transparent ETF-based exposure
  • Rules-based review and rebalancing framework
  • Equity
  • Factor

Holdings

Portfolio constituents and weights

Review the ETF mix and segment allocation that defines this model portfolio.

Log in to view holdings and allocation details

FAQs

Got questions? We've got answers!

Common questions about Demo Updated Factor and what to expect when you invest.

Demo Updated Factor is a rules-based ETF model portfolio focused on equity exposure. DSP Smallcase Testing

Collateral

Documents and timelines

Download portfolio documents and review the scheduled rebalance checkpoints for this strategy.

Rebalance Timelines

  • Q1 Review — January 2026

    Quarterly allocation check against model targets and drift thresholds.

  • Q2 Review — April 2026

    Mid-year review of macro signals, risk metrics, and sleeve performance.

  • Q3 Review — July 2026

    Thematic and factor sleeve review with updated market regime assessment.

  • Q4 Review — October 2026

    Year-end reset to target weights and annual strategy documentation update.