Most Invested smallcases of  September 2023

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How was Mr. Market in Sep '23?

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In September 2023, Mr. Market showed mixed trends. The market rallied consistently from March to August but experienced a correction in September, with the Nifty 50 index falling 3% due to global economic concerns, persistent inflation & rising crude oil prices. Despite global uncertainties, the Indian economy remained relatively stable, and all eyes are now on the Q2 results from Indian Corporate houses. With this in mind, let's take a look at The The Most Invested smallcases of September 2023.

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 ₹311

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 ₹2,678

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 ₹1,975

Top 250 stocks

This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.

Managed by Windmill Capital

Volatility Medium

Min. Investment Amount ₹2,256

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 ₹81,976

Growth & Income

This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages. Based on the investment criterion set out by Kevin Matras.

Managed by: Windmill Capital

Volatility Medium

Min. Investment Amount ₹79,109

House of Tata

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 ₹22,165

Wright Momentum

Explore the potential of a high momentum strategy, which 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 ₹53,674

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