The PE List
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.
₹ 78,272
Companies in which PE and VC firms have high shareholding
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 78,272
7Y CAGR
19.14%
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
27.36
NA
4.83
NA
0.56
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.68
NA
1.37
NA
44.33
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-40.10
NA
0.80
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 15 | annual |
| Last Rebalance | Next Rebalance |
|---|---|
| Jun 15, 2023 | Jun 15, 2024 |
About the smallcase
Venture Capital funds and Private Equity firms invest in early stage or growth phase companies that show long – term growth potential.
• These firms invest in companies which possess qualities such as innovative/disruptive technologies, competent management teams and well-developed business models. They also conduct extensive due diligence regarding the company’s business model, management team, industry dynamics, growth prospects, etc. before investing.
• These firms usually take board seats and provide advice, support, introductions, etc. related to operations, strategy, and financial management of the company
• This combination of funding and expertise usually results in good growth prospects for the investee company
This smallcase consists of stocks in which PE and or VC firms hold high stakes.
Launch Date
Dec 26, 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
