Bringing the Bling
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.
₹ 59,201
This smallcase comprises companies that are catering to India’s increasing affinity for luxury goods and services.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 59,201
8Y CAGR
22.65%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Mid & 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
48.55
NA
7.67
NA
0.66
NA
30.98
NA
4.43
NA
0.98
Technicals
NA
1.67
NA
0.71
NA
49.64
NA
Pro
NA
Pro
NA
Pro
Relative
NA
39.95
NA
2.95
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 10 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
Rising disposable income, improving brand awareness and increasing purchase power have changed India’s spending habits.
- There is a surge in expenditure on luxury goods and services, a trend that is expected to continue
- These goods and services include high-end jewellery, high-brand cosmetics, apparels, luxury cars, consumer electronic goods, etc
This smallcase comprises companies that are catering to India’s increasing affinity for luxury goods and services.
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
