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 smallcases 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

Incredible India

Companies that stand to gain from India’s rising popularity as a tourist destination

Incredible India

Overview

Stocks & Weights

At a Glance

smallcase is played out