Equity & Gold
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.
₹ 375
Create wealth with equities, stay protected with Gold. The sweet spot
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 375
5Y CAGR
16.68%
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
NA
NA
NA
NA
0.00
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
1.55
NA
1.23
NA
22.43
NA
Pro
NA
Pro
NA
Pro
Relative
NA
17.42
NA
5.35
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 2 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 30, 2024 | Jun 30, 2024 |
About the smallcase
This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%.
smallcase invests in large-cap companies using Nippon India ETF Nifty Bees
- Large cap companies are usually well established and the chances of such companies going bust are low
- Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation
smallcase invests in Gold using Nippon India ETF Gold Bees
- Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties
- Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier
Launch Date
Jan 16, 2019
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
