Name: Banking Privately
Brand: smallcase
SKU: SCNM_0008
Price: 30683 INR

We’re SEBI registered research analyst 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.

Nifty 100 Index

Private banks again outperformed public peers

Banking Privately

Naveen K R

Profitable NBFCs and private banks with low NPAs that are giving PSU banks a run for their money

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 a in-depth research, along with internal presentations and decides the criteria to be used for stock screening

<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 sectors are checked individually to ensure perfect theme fit</li></ul>

<div>Top points considered while assigning weights to stocks in the smallcase<ul><li>Revenue derived/expected from smallcase theme-related business activities</li><li>Market capitalization of the company</li><li>Future estimates and corporate governance record of the company</li></ul></div>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

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

Banking Privately

Banking Privately

Overview

Stocks & Weights