Realty 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.
₹ 22,497
Companies to efficiently track and invest in the realty sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 22,497
8Y CAGR
28.04%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity 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
56.23
NA
4.58
NA
0.43
NA
29.38
NA
4.45
NA
1.20
Technicals
NA
1.45
NA
0.68
NA
100.69
NA
Pro
NA
Pro
NA
Pro
Relative
NA
65.16
NA
2.07
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
Real estate sector in India is expected to reach US$ 1 trillion by 2030. By 2025, it is expected to contribute 13% to the country’s GDP.
- Rapid urbanization bodes well for the sector. The number of Indians living in urban areas is expected to reach 525 million by 2025. More than 70% of India’s GDP will be generated from urban areas by 2020.
- Residential segment contributes ~80% of the real estate sector. Housing launches across the top eight Indian cities increased 23% y-o-y in 2019 to 223,325 units.
- Government of India’s Housing for All initiative and its move to grant “infrastructure status” to affordable housing projects is expected to bring US$ 1.3 trillion investment into the housing sector by 2025.
- On February 29, 2020, India formally approved 417 SEZs, of which 238 were already in operation. Majority of the special economic zones (SEZs) are in the IT/ Business Process Management sector. Growth in service sectors like IT/ITeS, BFSI & Telecom will drive the demand for office space in Tier 2 cities.
This smallcase comprises real estate companies and REITs to allow investors to efficiently track and invest in the realty 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
