Energy 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.
₹ 28,585
Companies to efficiently track and invest in the energy sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 28,585
8Y CAGR
19.58%
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
13.35
NA
2.33
NA
2.48
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
1.27
NA
0.00
NA
90.43
NA
Pro
NA
Pro
NA
Pro
Relative
NA
88.19
NA
10.94
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
13 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
The Indian energy sector consists of oil & gas as well as power companies.
• Electricity demand in the country has increased rapidly and is expected to rise further in the years to come, which is why massive addition to the installed generating capacity is required.
• Government’s focus on attaining ‘Power for all’ has accelerated capacity addition in the country.
• Total installed capacity of power stations in India stood at 395,070 MW as on January 2022, showing tremendous growth over the past 5 years.
• Government is focusing on expanding gas infrastructure across the country. 100 more districts in the next 3 years will be added to the City Gas Distribution network.
• Government has also been supporting the sector by allowing 100% FDI in different segments.
• As part of Budget 2021-22, a power distribution sector scheme will be launched with an outlay of ₹3.06 lakh crores over 5 years.
This smallcase comprises coal, power transmission & distribution, power trading, gas distribution, power generation and oil & gas companies to allow investors to efficiently track and invest in the energy 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