House of HDFC
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.
₹ 14,460
Companies part of HDFC group, a large conglomerate with businesses in the financial services sector
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 14,460
3Y CAGR
-0.20%
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
28.79
NA
6.14
NA
1.00
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
0.44
NA
7.87
NA
25.40
NA
Pro
NA
Pro
NA
Pro
Relative
NA
13.79
NA
10.45
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 3 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
Housing Development Finance Corp was founded in 1977 as the first specialized mortgage company in India.
Since then, the HDFC group has grown to become a large and well-respected financial conglomerate with a presence across housing finance, banking, insurance, asset management, student loan, etc.
- The group has brands like HDFC Bank, HDFC Asset Management, and HDFC Life Insurance under its umbrella.
- The group has 6,500 branches and 19,000 ATMs across 3,226 towns or cities across India.
- As of Dec 2022, the outstanding loan portfolio of HDFC was 3.1x the loan portfolio of the next biggest player in the housing finance market.
- HDFC Bank has the largest asset base amongst all private banks and stands 2nd in terms of total assets amongst all banks in India.
- 3 of the 4 listed entities of the group are part of the Nifty 50 index. As of March 2023, the combined market cap of the listed entities of the group exceeds ₹14.95 lakh crores.
This smallcase is suitable for investors seeking exposure to fast-growing, trusted financial companies.
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
