Why should you invest in this smallcase?

Even though higher risk should ideally yield higher returns, recent research has shown that in stock markets globally, low-risk stocks have consistently outperformed high-risk stocks and provided higher returns. This effect, termed as the “Low Risk Anomaly”, challenges the basic notion of risk-return trade off and is the bedrock of low volatility investing.

  • Low volatility investing offers better returns at lower risk levels by deriving the portfolio weighting scheme using volatility, instead of keeping it equi-weighted or market-cap weighted
  • Our research also confirms that low volatility investing works very well in the Indian stock markets
  • This smallcase picks only liquid stocks from top 100 market cap stocks listed on NSE
  • The smallcase offers a much better risk-reward ratio compared to Nifty Index, Nifty 100 Index and ETFs

This smallcase is best suited for passive long-term investing.

Know how this smallcase was created

Created by smallcase Research

Past PerformancePerformance vs 

NIFTY

LumpsumSIP
LumpsumSIP

Current value of Returns on ₹ 100 invested once 4 years ago would beare

smallcase50.56%
₹ 150.56
NIFTY31.11%
₹ 131.11
smallcase
50.56%
NIFTY
31.11%
Comparing:  smallcase with NIFTY
1m6m1y2y3y4ymax
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