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.
Past PerformancePerformance vs
Current value of Returns on ₹ 100 invested once 4 years ago would beare