House of Murugappa
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.
₹ 22,947
Companies part of Murugappa group, a conglomerate with a legacy of over 120+ years
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 22,947
2Y CAGR
29.73%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Mid & Small 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
25.94
NA
3.50
NA
0.52
NA
30.98
NA
4.43
NA
0.98
Technicals
NA
1.69
NA
7.57
NA
34.84
NA
Pro
NA
Pro
NA
Pro
Relative
NA
22.27
NA
3.65
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 5 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
Murugappa group started as a money lender in 1900 in present-day Myanmar. Subsequently, the group diversified into textiles, agriculture and financial services. At the time of World War II, the company moved its assets into India and established its headquarters in present-day Chennai.
- The Murugappa group operates across 40 countries in diverse sectors like financial services, agriculture, engineering, textile, and real estate development.
- With a legacy of 120+ years and household brands like Hercules, Parry’s, Chola and more under its belt, the Murugappa group has an excellent reputation and track record of building successful businesses.
- For FY22, the group posted a turnover of ₹54,722 crores and a net profit of ₹5,520 crores, registering a year-on-year growth of 31% and 23% respectively.
This smallcase will provide exposure to a diverse group of efficiently managed, fast-growing companies.
Launch Date
Jul 14, 2022
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
