Brand Value
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.
₹ 80,187
Companies that own India's everyday brands. Top consumer favorites
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 80,187
8Y CAGR
15.90%
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
45.95
NA
8.97
NA
0.94
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
1.14
NA
6.48
NA
16.66
NA
Pro
NA
Pro
NA
Pro
Relative
NA
10.82
NA
6.35
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
13 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Mar 14, 2024 | Jun 14, 2024 |
About the smallcase
India is likely to be the third-largest consumer market in the world by 2030.
- Spending habits and consumption patterns have changed with the increased disposable income in the hands of millennials
- India’s aspirational class is huge and its total consumption is also very high
- This change in consumption patterns will increase demand across sectors like food & beverages, clothing & footwear, household goods, healthcare and leisure facilities
- Companies with strong brands will benefit from such consumption
- A brand is usually a name that consumers emotionally associated to, which creates a moat for the company
This smallcase consists of companies that have been able to leverage their brand power into an outstanding financial track record over the years.
Launch Date
Apr 4, 2016
Subscription Fees
₹ 2,000/3m
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