About the smallcase
Volatility measures the risk of security. A stock with higher volatility will see its price fluctuate rapidly within a specific period, whereas a low volatility stock will not see as much price fluctuation. Higher the volatility, the higher the perceived risk. Beta is one of the ways of measuring volatility. A stock with a beta of less than 1 would be less volatile than the market. Low beta stocks ensure that the portfolio is not very sensitive to market sell-offs.
- The universe of stocks for the Safe Haven smallcase is such low beta stocks.
- These stocks are then subject to checks on various parameters including but not limited to proportion of pledged promoter holdings, favourability amongst institutional investors, etc.
- Finally, the qualifying stocks are then run through proprietary algorithms that help choose liquid low beta stocks.
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Past Performance vs
Jul 25, 2016
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.