Name: Banking Privately
Brand: smallcase
SKU: SCNM_0008
Price: 40144 INR

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.

Nifty 500 Index

Private banks again outperformed public peers

Banking Privately

Windmill Research

Profitable NBFCs and private banks with low NPAs that are giving PSU banks a run for their money

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The Windmill Capital team does a in-depth research, along with internal presentations and decides the criteria to be used for stock screening

<ul><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe</li><li>A special check is applied to remove stocks, where a significant part of the promoter holdings are pledged, to define the investable universe</li><li>All stocks in the investable universes, belonging to the selected sectors are checked individually to ensure perfect theme fit</li></ul>

<div>Top points considered while assigning weights to stocks in the smallcase<ul><li>Revenue derived/expected from smallcase theme-related business activities</li><li>Market capitalization of the company</li><li>Future estimates and corporate governance record of the company</li></ul></div>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

Banking Privately

Banking Privately

Overview

Stocks & Weights