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Infra 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.

₹ 70,562

Companies to efficiently track and invest in the infrastructure sector

Min Investment

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

₹ 70,562

8Y CAGR

17.78%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Multi Cap CAGR
1M
6M
1Y
3Y
5Y
MAX
SIP
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1M
6M
1Y
3Y
5Y
MAX
SIP
Medium Volatility

Medium Volatility

1.14x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Sector Tracker
Quantamental
Comparable Index

Comparable Index

Equity Multi 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
16quarterly
Last RebalanceNext Rebalance
Mar 14, 2024Jun 14, 2024

About the smallcase

The infrastructure sector is a key driver for the Indian economy as it is responsible for propelling India’s overall development and enjoys the intense focus of the government. The infrastructure sector has a multiplier effect ranging from 1.2 to 1.5 times on the GDP i.e. for every rupee spent on infrastructure, the economy grows by an additional ₹1.2 to ₹1.5.

In just a decade, from 2013 to 2023, the percentage of the total budget allocated to infrastructure has surged from 13% to an impressive 22%.

The Indian government has been actively promoting infrastructure development through various initiatives such as the PM Gati Shakti (multi-modal logistics development), Bharatmala Project (road development), Sagarmala Project (port-led development), Smart Cities Mission, AMRUT (urban infrastructure), and Pradhan Mantri Awas Yojana (housing for all). These initiatives provide a strong impetus for infrastructure growth.

100% FDI is permitted under the automatic route across various infrastructure sectors. FDI in the construction development sector (townships, housing, built-up infrastructure, and construction development projects) and construction (infrastructure) activities stood at $26.23 bn and $28.95 bn, respectively, between April 2000 and September 2022

This smallcase comprises construction & engineering, water management, cables, ports, and cement companies to allow investors to efficiently track and invest in the infra sector.

Launch Date

Apr 4, 2016

Subscription Fees

Free access

Factsheet

Download key points for this smallcase

Infra Tracker
Infra 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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