New smallcases have been launched by Windmill Capital!

  • Giving the investor access to many stocks across various industries
  • Allowing the investor to invest in a small quantity of the commodity at a reasonable price
  • The smallcase invests in the top 100 Indian companies using Nippon India ETF Nifty Bees for top 50 Indian companies, Nippon India ETF Junior Bees for 51–100 Indian companies.
  • It invests in the US-listed companies with the Motilal Oswal NASDAQ 100 ETF for the top 100 international companies listed on the US NASDAQ exchange.
  • Large-cap companies are usually well established and adding such stocks to the portfolio increases the stability of the portfolio.
  • It provides exposure to global technology brands including Facebook, Amazon, Apple, Netflix, Alphabet, etc.
  • International equity has a comparatively lower correlation with Indian equity, thereby offering diversification benefits.
  • As mentioned before, large-cap companies are usually well established and adding such stocks to the portfolio increases the stability of the portfolio.
  • Mid-cap companies provide exposure to companies with potential for growth and expansion.
  • The weights are adjusted to maximize the return potential while controlling the risk assumed in the portfolio.
  • Investing in large, well-established names has its perks, as mentioned earlier in the article.
  • Debt has lower volatility and that helps in managing the volatility of the portfolio as a whole.
  • Diversification in asset classes (equity & debt) reduces the underperformance risk of either asset class and increases the stability of the portfolio.

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SEBI Registered Research Analyst | Simple & Transparent Products for DIY investors | Thematic and Quantamental Model Portfolios.

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Windmill Capital

Windmill Capital

SEBI Registered Research Analyst | Simple & Transparent Products for DIY investors | Thematic and Quantamental Model Portfolios.