Why should you invest in this smallcase?

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.

Know how this smallcase was created


Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

Value of ₹ 100 invested once on
inception of this smallcase

Aug 31, 2007

would be
Dividend - Smart Beta
₹ 613.38
Equity Large Cap
₹ 274.32


Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart