Zero Debt
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.
₹ 50,054
Zero debt, high ROE companies with an established track record of high earnings growth
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 50,054
7Y CAGR
11.49%
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
40.48
NA
9.57
NA
0.57
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.00
NA
5.79
NA
36.51
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-41.70
NA
0.98
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
12 | annual |
Last Rebalance | Next Rebalance |
---|---|
Sep 14, 2023 | Sep 14, 2024 |
About the smallcase
The Zero Debt smallcase combines criteria like zero long-term debt, constant earnings growth, and return on equity to select quality stocks.
- Zero debt companies are not burdened by interest or principal payments and hence are generally more financially stable. Such companies have greater flexibility in their financial decision-making and can focus on long-term strategic planning. Equity markets treat zero debt firms favorably, as they have lesser risk during economic downturns.
- EPS growth indicates how well a company is generating profits over time. A consistent and positive EPS growth suggests that the company is effectively managing its operations and increasing its bottom line. In addition, EPS growth directly impacts shareholder value. As earnings increase, the company becomes more valuable, and this can potentially lead to a rise in the stock price, benefiting existing shareholders.
- ROE measures the efficiency of management in generating profits relative to shareholders' equity. A higher ROE generally indicates efficient use of shareholders' funds, sound business strategies and effective capital allocation.
Use this smallcase to invest in efficiently managed debt-free companies that have been growing rapidly.
Launch Date
Feb 13, 2017
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