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.

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jul 20, 2018

would be
Low Risk - Smart Beta
₹ 161.50
Equity Large Cap
₹ 151.81

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

Understand smallcase costs and returns

Understand smallcase costs and returns