About the 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.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jul 20, 2018

would be
Low Risk - Smart Beta
₹ 207.54
Equity Large Cap
₹ 201.03
20192020202120222023202480100120140160180200

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns