OctaETF
A calmer, all-ETF basket spread across equity, debt and gold, rebalanced through the year to keep the mix sensible.
How it has actually done
Real numbers since launch, next to its benchmark. Not annualised, and not long enough yet to judge a strategy on, but here in full.
| Period | 20 Nov 2025 to 31 Aug 2026 |
| Live for | 9.3 months |
| Against benchmark | +6.34% |
| Worst fall in this period | -11.8% |
Absolute return over the period shown, not annualised, because the portfolio has been live for under a year. Benchmark is NIFTY Multi Cap, as published with the series. The worst fall is the largest peak-to-trough decline over the same period. Past performance does not indicate or guarantee future returns.
See this series on smallcase ›
The portfolio is managed by a SEBI Registered Research Analyst. The full series and its disclosures are published there.
How you invest
Simple to start, and you always stay in control of your own money.
Subscribe on smallcase
A few clicks to start, ₹3,300/yr. No paperwork.
Held in your own demat
The stocks sit in your account. You own them directly, and we never hold your money.
Stay aligned to the model
When the model updates, you get a prompt to rebalance and apply it in a tap.
A calmer, all-ETF basket spread across equity, debt and gold, rebalanced through the year to keep the mix sensible.
Start where it makes sense for you
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Live, weekly. A ₹999 seat, for people serious about changing how they invest. No pitch.
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Market notes, webinar recaps, and questions answered on WhatsApp.
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