Why should you invest in this smallcase?

  • Tata Group is an internationally recognized Indian conglomerate. It was founded in 1868 by Jamsetji Tata.
  • The group has business interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc. 
  • The group operates in more than 100 countries across 6 continents. In 2019-20, the revenue of Tata companies, taken together, was Rs.750,000 crore. These companies collectively employ over 750,000 people.
  • The group owns marquee brands like Jaguar Land Rover, Tetley tea, Titan, Taj Hotels, Vistara, Westside etc., most of which are recognized globally.
  • 4 companies in the smallcase are part of the Nifty 50 index. As of June 2021, these 4 companies have a combined market cap in excess of ₹16 lakh crore.
  • This smallcase is suitable for investors seeking exposure to a diversified group of profit making companies with a reputed brand portfolio.

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

Nov 27, 2015

would be
House of Tata
₹ 550.15
Equity Large Cap
₹ 224.22
201620172018201920202021100200300400500

Launch

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