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Windmill Capital Investor Letter – July 2026 Edition

July was the month earnings did the heavy lifting. Strong Q1 FY27 results and a Fed on hold pushed Indian equities higher even as crude oil climbed and geopolitical tension stayed elevated all month.

₹1 Lakh, One Crash, Three Very Different Outcomes

Three investors put money into the exact same strategy right before a market crash. One panicked and sold. One held on. One kept a monthly SIP going through it all. Same crash, same strategy; wildly different outcomes. Here's what actually separated them.

Frequently Asked Questions (FAQs) About LAMF on smallcase

Find answers about loans against mutual funds on benefits, requirements, and the application process on the smallcase FAQ page.

Inside HNI Prime Growth at a Fair Price Asset Allocation smallcase

Rather than staying invested in equities at all times, the HNI Prime Growth at a Fair Price moves between asset classes depending on how equity markets are behaving.

Monthly Interest on LAMF – How It Works?

Learn how monthly payments work on a Loan Against Mutual Funds. Pay only interest on what you borrow, with no EMIs and no foreclosure charges.

How to Utilise a Loan Against Mutual Funds in India?

Learn how to use a loan against mutual funds (LAMF) for various purposes like emergencies, travel, and home financing.

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