Dividend Smart Beta

Dividend Smart Beta

by Windmill Capital


Companies increasing their dividends on a consistent basis

Investment Rationale

Stock returns consist of two parts--price return and dividend return. Generally, retail investors overlook the dividend returns generated by a stock before investing, but in the long-term, dividend returns become very important and significant.


  • This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
  • Companies that have consistently increased their dividends over the last 5 years are selected
  • The final list of stocks are selected on the basis of high dividend yield
  • The selected stocks are weighted using a mathematical model that minimizes the volatility of the smallcase


This passive investing smallcase is ideal to generate market-beating returns over the long-term by earning more through dividends.

Performance

Unlock all metrics

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns