Banking Privately
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.
₹ 35,101
Profitable NBFCs and private banks with low NPAs that are giving PSU banks a run for their money
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 35,101
8Y CAGR
11.01%
Performance
Current value of ₹ 100 invested once at launch
smallcase CAGR | Equity Multi 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
16.03
NA
2.94
NA
0.57
NA
28.57
NA
4.39
NA
0.94
Technicals
NA
0.82
NA
7.39
NA
24.89
NA
Pro
NA
Pro
NA
Pro
Relative
NA
13.90
NA
7.98
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
15 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
Private sector banks and NBFCs have been growing rapidly and are seen as an integral part of the Indian financial system.
- Since the initiation of banking reforms in 1993, old and new private sector banks have been giving tough competition to government banks
- Private sector banks have outperformed their public sector peers in multiple parameters like growth of bank network, productivity measures like profit per employee, management efficiency, capital adequacy, asset quality and liquidity
- NBFCs have also played a key role in the development of the infrastructure sector and in providing credit to customers in unbanked areas
- NBFCs have been growing in the mortgage business as well, competing with commercial banks
- Other secular trends like low credit penetration in India compared to other economies and low NBFC credit as percentage of GDP provides huge opportunity for NBFCs to grow
This smallcase comprises private banks and NBFCs that are an advantageous position compared to government banks, which have been suffering from low profitability and high amount of bad loans.
Launch Date
Apr 4, 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