Dividend Stars
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.
₹ 86,313
High dividend yield companies with a track record of not cutting dividends
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 86,313
8Y CAGR
23.40%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity 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
21.52
NA
4.21
NA
2.36
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.67
NA
0.96
NA
62.24
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-20.40
NA
0.99
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 11 | annual |
| Last Rebalance | Next Rebalance |
|---|---|
| Sep 14, 2023 | Sep 14, 2024 |
About the smallcase
For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.
- This smallcase consists of companies that have maintained an average dividend yield of at least 2% over the previous 5 years
- Additionally, only the companies that have not cut dividends for the last 5 years are included
Stock returns consist of two parts--price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.
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
