Metal 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.
₹ 17,243
Companies to efficiently track and invest in the Metals and Mining sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 17,243
8Y CAGR
21.35%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Large & Mid 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
26.52
NA
2.68
NA
0.92
NA
25.82
NA
4.41
NA
1.13
Technicals
NA
1.29
NA
0.54
NA
72.40
NA
Pro
NA
Pro
NA
Pro
Relative
NA
22.33
NA
1.97
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 9 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
The metals and mining sector serves as the backbone of India's industrial and infrastructural growth. The sector provides essential raw materials to various industries – from cement in construction to steel in the automobile sector.
India is blessed with vast reserves of both metallic and non-metallic minerals, providing a solid foundation for the growth of the metals and mining sector.
Rise in infrastructure development, construction, electricity demand, and automobile production are driving the growth of the Indian metal sector.
The government has created several favourable policies such as The Mines and Minerals Development & Regulation Act (MMDR) 2021, along with the National Mineral Policy, 2019 to facilitate the growth of the metals and mining sector. The policies help to streamline mining operations, enhance transparency, and promote sustainable practices.
100% FDI is allowed in the mining sector and exploration of metal and nonmetal ores under the automatic route.
This smallcase comprises aluminium, copper, manganese, iron & steel and diversified companies to allow investors to efficiently track and invest in the metals and mining 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
