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Energy Tracker

Managed by Windmill Capital

Free Access

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 27,662

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.

₹ 27,662

8Y CAGR

20.17%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Large Cap CAGR
1M
6M
1Y
3Y
5Y
MAX
SIP
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1M
6M
1Y
3Y
5Y
MAX
SIP
High Volatility

High Volatility

1.23x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Sector Tracker
Quantamental
Comparable Index

Comparable Index

Equity Large Cap

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

Key details about smallcase portfolio

ConstituentsRebalance Frequency
13quarterly
Last RebalanceNext Rebalance
Mar 14, 2024Jun 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

Energy Tracker
Energy Tracker

About the Manager

Windmill Capital

Manages 58 smallcases

Windmill Capital

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
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