Why should you invest in this smallcase?

Even though higher risk should ideally yield higher returns, research has shown that, 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
  • This smallcase picks only liquid stocks from top 150 market cap stocks listed on NSE
  • The smallcase offers a much better risk-reward ratio compared to Nifty Index and Nifty ETFs


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

Know how this smallcase was created

Factsheet 

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Created by smallcase Research

Past PerformancePerformance vs 

NIFTY

one timemonthly sip
one timemonthly sip

Current value of Returns on ₹ 100 invested once 10 years ago would beare

smallcase299.89%
₹ 399.90
NIFTY135.11%
₹ 235.11
smallcase
299.89%
NIFTY
135.11%
Comparing:  smallcase with NIFTY
6m1y3y5y10ymax
2010201120122013201420152016201720182019100150200250300350

Past performance doesn't guarantee future returns & is inclusive of all rebalances.Download chart