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 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

1m3y5y10ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Feb 28, 2007

would be
Low Risk - Smart Beta
₹ 1,150.84
Equity Large Cap
₹ 443.83
20082010201220142016201820202004006008001,000

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns