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A Subscriber’s Guide to Windmill Capital smallcases

A Subscriber’s Guide to Windmill Capital smallcases

Welcome to Windmill Capital. We’re a SEBI-registered research analyst creating stock/ETF and Mutual Fund portfolios. Data analysis is the heart and soul behind our portfolio construction, and with over 60 offerings, we have built something for everyone.

This post serves as your comprehensive guide and handbook to help you understand the model, strategy, or theme behind Windmill Capital’s subscription-based smallcases. It also features the benefits of subscribing to Windmill’s smallcases, what to look for while choosing a smallcase, and how to effectively manage smallcases after investing in them.

Understanding the benefits of your subscription

Looking to get started with investing?

Your Windmill Capital subscription gives you access to our high-quality research, newsletters, exclusive webinars & reports, 1-click investing, regular portfolio updates, seamless performance tracking, and more!

Your Windmill Capital subscription gives you access to our high-quality research, newsletters, exclusive webinars & reports, 1-click investing, regular portfolio updates, seamless performance tracking, and more!

Windmill Capital offers 28+ fee-based equity smallcases and 12+ Mutual Fund smallcases that you can subscribe to, each meticulously designed to cater to your diverse investing needs with simple, intelligent, and data-backed portfolios.

Insights, Videos, and Articles on Fee-based Equity smallcases

  1. Brand Value Theme smallcase:
  2. Defence Picks Theme smallcase:
  3. Post-IPO Quality Theme smallcase:
  4. AI & Data Center Value Chain Theme smallcase:

Read how Windmill Capital creates thematic smallcases here.

Smart beta smallcases employ strategies aimed at enhancing return potential without increasing risk. By utilizing improved screening or weighting criteria, these smallcases maintain the same level of risk as benchmark indices while optimizing returns.

  1. Dividend – Smart Beta smallcase:
  2. Quality – Smart Beta smallcase:
  3. Low Risk – Smart Beta smallcase:
  4. Quality Smallcap – Smart Beta smallcase:

Read about smart beta smallcases here.

Model or rule-based smallcases are a systematic combination of fundamental and technical filters and remain sector & stock-agnostic. It follows a simple rule-based selection and rebalancing process. Windmill Capital offers several model-based smallcases.

  1. Value & Momentum smallcase:
  2. CANSLIM-esque smallcase:
  3. Growth at a Fair Price smallcase:
  4. Smallcap Quality & Growth Model smallcase:
  5. Quality Smallcap Quant smallcase:
  6. Quality Bluechip – Quant smallcase:
  7. Growth Multicap – Quant smallcase

Read how Windmill Capital creates model-based smallcases here.

We introduced a few asset allocation versions of the pure equity-based model smallcases mentioned above to mitigate higher risk during market downturns. These portfolios invest in equities based on the underlying strategy and allocate a portion to other asset classes like debt, gold, and cash, offering downside protection and potentially enhancing risk-adjusted returns.

  1. CANSLIM-esque (Asset Allocation version) smallcase
  2. Value & Momentum (Asset Allocation version) smallcase
  3. Smallcap Quality & Growth Model (Asset Allocation version) smallcase

Read more about the asset allocation version smallcases here.

Concentrated exposure to India’s large business conglomerates, tracking all the listed companies within a single group.

Goal-based portfolios that optimise investment value for a specific target year, gradually adjusting risk as the goal date approaches.

Read how Target Date smallcases are built and managed here.

Windmill Capital’s Mutual Fund smallcases bring the same research-backed basket approach to actively managed mutual funds — curated, equally weighted baskets of 3-4 schemes within a category, monitored continuously and rebalanced only when needed.

Read the full guide: Mutual Fund smallcases by Windmill Capital: Better Portfolios, Less Clutter

See the full list: Windmill Capital – MF Specials collection

A guide to selecting & managing smallcases

These resources will help you utilize the platform to your advantage and help you manage your investments more effectively.

Considerations Before Choosing a smallcase

Essential Tips for Managing Your smallcase Investments

Expertly Curated Finance Articles by Windmill Capital

  1. Exploring Infrastructure Investment Trusts (InvITs)
  2. Energy & Power Investments: A Beginner’s Handbook
  3. Understanding Real Estate Investment Trusts (REITs)
  1. Introducing Timeless Asset Allocation (formerly known as All Weather Investing)
  2. What is Glide Path Investing?
  3. Thematic Investing: Capitalizing on Emerging Trends
  4. Mastering Momentum: Part 1 & Part 2
  5. Exploring Smart Beta: Enhance Your Portfolio with Strategic Weighting
  6. Core-Satellite Approach: Building a Balanced Portfolio for Long-Term Growth
  7. What is Value Investing?

Didn’t find what you were looking for?

Read frequently asked questions about smallcases and Windmill Capital.

Getting in touch with Windmill Capital

Write to us at: support@windmill.capital
Follow us on Twitter: @windmillcapHQ
Connect on LinkedIn: Windmill Capital
Find us on Instagram: @windmillcapital
Say Hello on WhatsApp

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
Users must make their own investment decisions based on their specific investment objective and financial position and using such independent advisors as they believe necessary.
Windmill Capital Team: Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645) based in Bengaluru at No 51 Le Parc Richmonde, Richmond Road, Shanthala Nagar, Bangalore, Karnataka – 560025 creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone. CIN of the company is U74999KA2020PTC132398. For more information and disclosures, visit our disclosures page here

Naveen K R
Naveen K R
Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Windmill Capital Private Limited does not uphold nor promote any of the views / opinions. | Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645)

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Disclaimer: This platform is intended for informational purposes only and is not intended to provide investment advice. The stock prices displayed are delayed and may not reflect the most current market conditions. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. You can also consider consulting a financial advisor before making any investment decisions. CASE Platforms Private Limited (formerly known as “Smallcase Technologies Private Limited”) shall not be responsible for any losses that may occur as a result of using this platform.

The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns. 

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology & detailed volatility calculation methodology is available on smallcase.

The user agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions that he/she makes, including any direct, indirect, incidental, consequential, special, punitive or any other losses/damages if any that may be incurred by him/her. Smallcase Technologies shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive or any other losses/damages arising out of the recipient's investments. For disclosures related to Smallcase Technologies Pvt Ltd, please visit this page .

All smallcases present in the articles are created by SEBI licensed entities. The disclosure of these entities can be found below:

A Subscriber’s Guide to Windmill Capital smallcases
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