Most Invested smallcases

How was Mr. Market in May’23?

With a market capitalization of $3.4 Trillion, India has regained its position as the fifth-largest stock market globally.

Bolstered by strong earnings performance from both private and public sector banking stocks, the Bank Nifty Index has reached a record high of 44375.

Following a Supreme Court ruling that found no proof of stock manipulation in Adani group stocks, the previously struggling Adani stocks have experienced a significant upswing.

In May ’23, Foreign Portfolio Investors (FPI) have turned net buyers in the Indian markets, investing a total of ₹22,364 Crore.

Here are the Most Invested smallcases in May’23 Which Garnered Attraction

Equity & Gold

• This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%
• Companies included in this smallcase are well established and the chances of such companies going bust are low. 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.
• Large-cap composition
• Managed by: Windmill Capital

Equity & Gold smallcase by Windmill Capital

All Weather Investing

• This smallcase invests in 3 asset classes, equity, debt and gold
• When the markets go up, equity allocation builds wealth & when they crash, gold provides a cushion. Your eggs are always in different baskets, making for smooth sailing even in volatile times.
• Large-cap composition
• Managed by: Windmill Capital

All Weather Investing smallcase by Windmill Capital

Top 100 Stocks

• This smallcase invests in top 100 marketcap companies
• Large cap companies are usually well established and the chances of such companies going bust are low. Adding such stocks to the portfolio increases stability of the portfolio.
• Large-cap composition
• Managed by: Windmill Capital

Top 100 Stocks smallcase by Windmill Capital

Dividend Aristocrats

• This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.
• Long-term investors consider dividend returns highly important as they earn them additional income over and above the capital gains obtained from holding onto the stock.
• Large-cap composition
• Managed by: Windmill Capital

Dividend Aristocrats smallcase by Windmill Capital

Green Energy

• A portfolio of stocks, which will get benefit from the green & renewable energy sector development and energy transition. As the global energy sector’s shift from fossil-based systems of energy production and consumption, including oil, natural gas, and coal, to renewable energy sources like wind and solar, as well as other sources like biofuels.
• Energy transition along with building renewable energy infrastructure remains to be the focus area of the government, as seen in this year’s Union Budget as well.
• Small-cap composition
• Managed by: Niveshaay

Green Energy smallcase by Niveshaay

House of Tata

• This smallcase invest in companies part of Tata group, a global enterprise with stellar reputation & legacy of 150+ years
• The Tata group operates interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc. The stock exchanges list a total of 17 Tata companies, of which four are part of the Nifty 50 index. As of March 2023, these 4 Nifty companies have a combined market cap in excess of ₹5.5 lakh crores.
• Large-cap composition
• Managed by: Windmill Capital

House of Tata smallcase by Windmill Capital

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
• This smallcase shortlists fairly valued, growing companies whose prices have been witnessing positive momentum. During times of market crisis, stocks of fairly valued growing companies do not drop too much and help steady the portfolio. During bullish phases, momentum kicks in and helps the smallcase beat the broader market.
• Small-cap composition
• Managed by: Windmill Capital

Value & Momentum smallcase by Windmill Capital

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