The Great Indian Middle Class
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.
₹ 53,312
Companies focused on the growing middle class. Running India's consumption engine
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 53,312
8Y CAGR
16.37%
Performance
Current value of ₹ 100 invested once at launch
smallcase CAGR | Equity Large 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
59.71
NA
15.87
NA
1.11
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
1.05
NA
4.33
NA
29.90
NA
Pro
NA
Pro
NA
Pro
Relative
NA
23.49
NA
6.62
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
11 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.
- Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent
- This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc
- Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food & beverage, education, entertainment & leisure facilities
This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.
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