Value & Momentum
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.
₹ 1,32,598
Positive momentum stocks available at a discount to their peers
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 1,32,598
3Y CAGR
36.65%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Multi 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
18.41
NA
3.11
NA
0.88
NA
27.25
NA
4.13
NA
0.94
Technicals
NA
2.51
NA
0.54
NA
85.90
NA
Pro
NA
Pro
NA
Pro
Relative
NA
4.70
NA
1.13
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 15 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| May 31, 2024 | Aug 31, 2024 |
About the smallcase
A mix of value as well as momentum can be an ideal combination when it comes to stock investments.
- This smallcase includes stocks that are undervalued compared to their peers, but have been attracting attention off late as evidenced by their recent stock price movements
- These stocks have also earned higher than expected profits during the latest reported period
Invest in this smallcase to get exposure to undervalued stocks that are witnessing momentum in their price.
You can access the asset allocation version of this smallcase with better risk-adjusted returns here
Launch Date
Jan 1, 2019
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
