Most Invested smallcases of  July 2023

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How was Mr. Market in July'23?

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– First week of July: Indian share markets closed 0.8% lower due to profit booking and rate hike fears by the US Federal Reserve. – Second week of July: Markets inched higher on hopes of the US Federal Reserve pausing rate hikes after a faster-than-expected slowdown in US inflation. – Benchmark indices logged gains for a third straight week. – Third week of July: Steep correction seen as IT stocks, particularly Infosys, dragged down the markets due to revenue guidance cut and weakness in client spending. – Hindustan Unilever (HUL) fell over 2% after missing June quarter profit due to higher costs.

How was Mr. Market in July'23?

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– As of July 28th: Indian share markets experienced volatility, falling particularly in financials and IT stocks, due to concerns over US economic data reigniting rate fears. – The BSE Sensex closed marginally lower by 106 points (down 0.1%), while the NSE Nifty closed up by 14 points. – Investors closely monitor global factors and market trends for potential opportunities and risks amid uncertain market conditions.

Equity and Gold

A portfolio of stocks, invests in equity for substantial returns as companies grow and balances the risk by investing in Gold

Managed by Windmill Capital

Volatility Low

Min. Investment Amount ₹319

All Weather Investing

A popular strategy that ensures your investments do well in good as well as bad times. This is a long-term investment strategy that you can use to build wealth over the years to come.

Managed by Windmill Capital

Volatility Low

Min. Investment Amount ₹4,985

Top 100 stocks

A portfolio of stocks, which invests in top 100 marketcap companies. – Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation

Managed by Windmill Capital

Volatility Medium

Min. Investment Amount ₹1,560

Dividend Aristocrats

This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years. One of the best options for a long term investor!

Managed by Windmill Capital

Volatility Medium

Min. Investment Amount ₹62,730

Green Energy

A portfolio of stocks, which will get benefit from the energy transition to renewable energy sources like Wind, Solar and Biofuels.

2Y CAGR 71.99%

Volatility High

Min. Investment Amount ₹94,700

House of Tata

A portfolio of stocks, Companies part of Tata group, a global enterprise. This smallcase invests in diverse sectors such as information technology, automobiles, steel, chemicals, power production etc.

Managed by Windmill Capital

Volatility High

Min. Investment Amount ₹20,440

Value & Momentum

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

Managed by Windmill Capital

Volatility High

Min. Investment Amount ₹58,300

Wright Momentum

This smallcase balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.

Managed by Wright Research

Volatility High

Min. Investment Amount ₹57,000

Mid and Small Cap Focused Portfolio

This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.

Managed by Niveshaay

Volatility High

Min. Investment Amount ₹26,000

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