Safe Haven
Managed by Windmill Capital
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 77,560
Low beta stocks that are rated ‘BUY’, to help protect against market volatility
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 77,560
8Y CAGR
18.17%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
44.61
NA
5.93
NA
0.35
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.58
NA
0.86
NA
47.31
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-35.28
NA
0.81
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 13 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 4, 2024 | Jun 4, 2024 |
About the smallcase
- The Safe Haven smallcase gives investors exposure to market beta factor. Market beta is a measure of a security's or investment's sensitivity to movements in the overall market. Market beta expresses the degree to which an asset tends to move with the broad market.
- Stocks selected in this smallcase have low market beta and such securities are less volatile than the overall market. Low beta stocks are often considered more defensive during market downturns. Including low beta stocks in a diversified portfolio can help reduce overall portfolio risk.
- The smallcase’s selection criteria also checks for favorability amongst institutional investors and brokers and promoters have not reduced their holdings in the company.
Launch Date
Jul 25, 2016
Subscription Fees
Free access
Factsheet
Download key points for this smallcase
About the Manager
Windmill Capital
Manages 58 smallcases
We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.
SEBI Registration No: INH200007645
Disclosures
