Insurance 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.
₹ 8,010
Companies to efficiently track and invest in the insurance sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 8,010
6Y CAGR
4.34%
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
60.78
NA
8.24
NA
0.21
NA
29.38
NA
4.45
NA
1.20
Technicals
NA
0.57
NA
1.38
NA
44.36
NA
Pro
NA
Pro
NA
Pro
Relative
NA
5.41
NA
2.05
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
6 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
India's insurance market is well-positioned to become one of the largest insurance markets globally within the next decade, attracting both domestic and international players. As per the Insurance Regulatory and Development Authority of India (IRDAI), India’s insurance industry is projected to reach $222 billion by 2026 and become the sixth-largest insurance market globally, surpassing countries like Germany, Canada, Italy, and South Korea.
- Since life insurance penetration accounts for less than 5% of the GDP in India, there’s a huge untapped market for both existing and new players. The life insurance industry in India is projected to achieve significant growth, with premiums expected to reach ₹24 lakh crore ($317.98 billion) by fiscal year 2030-31.
- India ranks as the 4th largest general insurance market in Asia and the 14th largest globally.
- As per the Insurance Regulatory and Development Authority of India (IRDAI), the insurance industry in India is projected to reach $222 billion by 2026, propelling the country to become the sixth-largest insurance market globally within the next decade
- India’s burgeoning middle class, rapid digitalisation, increasing awareness about financial well-being and robust regulatory support will drive the growth of the insurance industry.
This smallcase comprises listed insurance companies to allow investors to efficiently track and invest in the insurance sector.
Launch Date
Dec 18, 2017
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