Banking Tracker
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.
₹ 18,307
Companies to efficiently track and invest in the banking sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 18,307
8Y CAGR
11.61%
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
12.54
NA
2.26
NA
0.88
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
0.86
NA
7.41
NA
21.80
NA
Pro
NA
Pro
NA
Pro
Relative
NA
13.55
NA
8.90
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
The banking sector in India has witnessed a remarkable evolution over the years, transitioning from outdated and inefficient systems to emerging as one of the most technologically advanced sectors. Government reforms, increased consumer demand, improved asset quality, and technological advancements have been key drivers of this transformation.
- Strong regulatory oversight and credible monetary policy of the Reserve Bank of India have enabled stable growth of the sector.
- Growing disposable income and a large consumer market have been driving the demand for banking services, including loans for housing, automobiles, education, and personal expenses.
- The government has supported the sector with several measures such as Pradhan Mantri Jan Dhan Yojana, Pradhan Mantri Mudra Yojana, and Direct Benefit Transfer aimed to integrate marginalised populations into the formal banking system. This increased participation in the banking sector has contributed to the growth in deposits and credit.
- Furthermore, India has also been at the forefront of embracing the digital revolution. The widespread adoption of mobile banking, the dominance of UPI, and the thriving credit card industry have propelled India's financial system to be more technologically advanced than other countries.
This smallcase comprises private and public sector banks to allow investors to efficiently track and invest in the banking sector.
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