Quality Smallcap - Smart Beta
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.
₹ 19,429
Quality smallcap stocks with positive momentum trends
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 19,429
3Y CAGR
39.02%
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
22.76
NA
5.12
NA
1.00
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.72
NA
2.03
NA
75.36
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-0.70
NA
1.20
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 10 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 28, 2024 | Apr 28, 2024 |
About the smallcase
This smallcase aims to systematically outperform the smallcap index by quantitatively selecting smallcap stocks exhibiting strong quality fundamentals with positive momentum trends. Selection process takes place in three layers:
- Quality fundamentals known to be associated with healthy profits, cash flows and business stability, acts at the primary score used to screen the smallcap universe
- Momentum trends exhibited by these stocks acts as secondary filter to align the portfolio with market trend
- If sufficient stocks fail to exhibit the mentioned traits, the portfolio is tilted towards gold until the situation normalizes
The smallcase offers a much better risk-reward ratio compared to Nifty Smallcap Index and Nifty Smallcap ETFs. It is best suited for investors looking to take exposure through quality smallcap stocks for passive long-term investing
Launch Date
Dec 2, 2020
Subscription Fees
₹ 3,000/3m
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
