Name: Auto Tracker
Brand: smallcase
SKU: SCTR_0001
Price: 25180 INR

Nifty Largemidcap 250

Auto Tracker

Anugrah Shrivastava

Companies to efficiently track and invest in the auto sector

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The Windmill Capital team does an in-depth research, along with internal presentations and decides the sub-sectors and segments to be included in the tracker

<ul><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe</li><li>A special check is applied to remove stocks, where a significant part of the promoter holdings are pledged, to define the investable universe</li><li>All stocks in the investable universes, belonging to the selected sub-sectors are checked individually to ensure perfect theme fit</li><li>Final stocks are selected on the basis of combined rank calculated using various parameters like valuations, market share growth, earnings growth, profitability, earnings quality, intrinsic value & institutional holdings</li></ul>

The list of selected stocks is weighted such that the risk contribution of each stock in the smallcase is equal. By focusing on risk instead of marketcap or value, this weighting scheme provides better diversification and protection against market volatility

This smallcase has a quarterly rebalance schedule. Once every quarter, sector trackers are reviewed by our research team to ensure the current list of constituents and their weights remain true to the theme

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The final screened stocks are then weighted according to the selected asset allocation algorithm

Auto Tracker

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