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.

Know how this smallcase was created

Download key points of this smallcase

Past Performance vs 

1m1y3y5ymaxSIP
Current value of ₹ 100 invested once
at launch

Jul 25, 2016

would be
Safe Haven
₹ 224.19
Equity Multi Cap
₹ 189.90
201720182019202020212022100150200250

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.