Why should you invest in this smallcase?

  • An effective diversification strategy will require buying a wide variety of investments. International equity has comparatively lower correlation with Indian equity, thereby offering good diversification benefits.
  • This smallcase provides exposure to the top 100 Indian companies by market capitalization. It also provides exposure to the top 100 companies listed on Nasdaq stock exchange.
  • Nasdaq 100 companies represent the largest non-financial companies listed on the Nasdaq stock exchange. It is generally regarded as the technology index given most of these companies are operating in the technology sector. This includes marquee names such as Amazon Inc., Apple Inc., Facebook Inc., Microsoft Corp. etc.
  • This smallcase also provides exposure to the largest listed companies in India. These blue chip companies have well established business models and their stock prices tend to be stable. Thus, adding them to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends.


Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Dec 29, 2006

would be
Global Opportunities
₹ 1,037.56
Equity Large Cap
₹ 471.18
20082010201220142016201820202004006008001,000

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns