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
Jul 20, 2018
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.