House of Bajaj
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.
₹ 33,075
Companies part of Bajaj group, with footprint across a range of sectors
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 33,075
3Y CAGR
16.51%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Large 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
34.36
NA
5.55
NA
0.49
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
0.90
NA
2.30
NA
39.52
NA
Pro
NA
Pro
NA
Pro
Relative
NA
28.80
NA
9.30
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 4 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
The Bajaj group of companies was founded by Jamnalal Bajaj in 1926. The core business of the group is diversified across sectors such as automotive, consumer finance, insurance, steel, consumer appliances, tours & travels, and industrials.
- The group has household automotive brands like Pulsar and Avengers and financial brands like Bajaj Finance & Bajaj Finserv in its portfolio.
- Bajaj Auto has sold more than 18 million motorcycles sold in over 70 countries. It is also India’s top motorcycle exporter – two out of three bikes sold internationally are from Bajaj. The company is also the world’s largest manufacturer of three-wheelers.
- On the other hand, Bajaj Finance, the consumer finance business of the group had 3,714 locations and 1,43,900+ distribution points as of December 2022.
- 3 of the 7 listed companies of the group are part of the Nifty 50 index. As of March 2023, these Nifty companies have a market cap in excess of ₹6.5 lakh crores.
This smallcase is suitable for investors seeking exposure to leading consumer-facing companies of the Bajaj group.
Launch Date
Feb 13, 2021
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
