Name: Metal Tracker
Brand: smallcase
SKU: SCTR_0008
Price: 12497 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

Metal Tracker

Manu Rathi

Companies to efficiently track and invest in the metal sector

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 an in-depth research, along with internal presentations and decides the sub-sectors and segments to be included in the tracker

<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 sub-sectors are checked individually to ensure perfect theme fit</li><li>Final stocks are selected on the basis of combined rank calculated using various parameters like valuations, market share growth, earnings growth, profitability, earnings quality, intrinsic value & institutional holdings</li></ul>

The list of selected stocks is weighted such that the risk contribution of each stock in the smallcase is equal. By focusing on risk instead of marketcap or value, this weighting scheme provides better diversification and protection against market volatility

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Metal Tracker

Metal Tracker

Overview

Stocks & Weights