SSR Low Volatility Model

A low volatile strategy designed to deliver market-beating returns through systematic wealth creation. This adaptive approach thrives across all market cycles by investing in the least volatile 20 stocks.

Strategy Overview:

Our disciplined approach selects up to 20 low-volatility stocks from the Nifty Total Market universe, with each position initially weighted at the inverse of the stock's one-year volatility relative to the portfolio. Stock selection is based on rigorous volatility analysis, ensuring only liquid, high-quality securities from the Nifty Total Market qualify for inclusion.

Key Features

• Systematic Approach: Least volatile stocks are retained while high volatile stocks are systematically removed based on predefined exit criteria
• Quarterly Rebalancing: Portfolio composition is reviewed and adjusted quarterly to capture volatility shifts
• Zero Manager Discretion: Removes emotional bias through rule-based decision making

Optimal Investment Range: ₹5 to ₹30 lakhs

This strategy combines the safety potential of low volatile investing with the protection of systematic risk management, making it suitable for investors seeking consistent long-term wealth creation.