Name: Bringing the Bling
Brand: smallcase
SKU: SCNM_0015
Price: 55971 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

Strong momentum & 43% PE discount to Nifty

Bringing the Bling

Windmill Research

This smallcase comprises companies that are catering to India’s increasing affinity for luxury goods and services. 

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

Bringing the Bling

Bringing the Bling

Overview

Stocks & Weights