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Quality Smallcap - Smart Beta

Managed by Windmill Capital

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 28,389

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.

₹ 28,389

3Y CAGR

34.17%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Small Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
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1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.58x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Factor Investing
Quantitative

+1 more

Comparable Index

Comparable Index

Equity Small Cap

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

Key details about smallcase portfolio

ConstituentsRebalance Frequency
10monthly
Last RebalanceNext Rebalance
Jun 30, 2024Jul 30, 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

Quality Smallcap - Smart Beta

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Quality Smallcap - Smart Beta

About the Manager

Windmill Capital

Manages 58 smallcases

Windmill Capital

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
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