Name: Quality - Smart Beta
Brand: smallcase
SKU: SCSB_0004
Price: 54992 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.

Latest North Korea test involved intercontinental ballistic missile: South Korea

The first of the three was suspected to be an ICBM, and it flew 360 km (223.7 miles) to the maximum altitude of 540 km (335.5 miles), the JCS said.

Govt imposes restrictions on sugar exports from June 1

The notification also mentions that the export restriction is not applicable to EU and the US, under the CXL and TRQ quota.

‘We have to act’: Here’s how President Biden, others reacted to shooting in Texas

US officials, members of Congress and other prominent Americans reacted to the Texas school shooting that killed 19 children and two adults on Tuesday

Texas shooting: Teenage gunman kills 19 children at elementary school

Governor Greg Abbott said the suspect, identified as 18-year-old Salvador Ramos, was apparently killed by police officers responding to the scene, and that two officers were struck by gunfire.

South Korea ‘strongly condemns’ NK missile launch

Yoon Suk-yeol, South Korea’s new president, presided over the meeting and ordered officials to take agreed steps to strengthen U.S. deterrence, according to his office.

Monkeypox: WHO asks countries to notify new cases, issues testing guidance

Monkeypoxvirus (MPXV) is a double-stranded DNA virus, a member of the orthopoxvirus genus within the Poxviridae family

Asian stocks open on positive note despite Wall Street weakness

MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.35%, Australian shares were up 0.33%, and Seoul and Taiwan both ticked upwards 0.61% and 0.2%.

SpiceJet faces ransomware attack; morning flights impacted

SpiceJet said that the situation has been rectified and flights are operating normally now.

Stocks in news: Balrampur Chini, Adani Ports, Strides Pharma, Bank of India and more

Stocks in news: Balrampur Chini, Adani Ports, Latent View Analytics, Strides Pharma, Bank of India and more

Oil prices rise in early trade; Brent crude reaches $114.02/bbl

Brent crude futures for July rose 46 cents, or 0.4%, to $114.02 a barrel by 0020 GMT. US West Texas Intermediate (WTI) crude futures for July delivery was up 58 cents, or 0.5%, to $110.35 a barrel.

Gold prices slip off 2-week high; Spot gold reaches $1,862.48 per ounce

Spot gold eased 0.2% to $1,862.48 per ounce, as of 0219 GMT, after rising to its highest level since May 9 of $1,869.49 on Tuesday. US gold futures dipped 0.2% to $1,861.60.

Nifty 100 Index

Outperformed Nifty-50 by >6% in past 6 months

Outperformed Nifty-50 by > 6% in past 6 months.

Quality - Smart Beta

Abhishek Jadon

Established companies that have stood the test of time. Timeless classics

Growth - Smart Beta

All publicly traded companies on the National Stock Exchange of India are sorted by marketcap. Only the top 150 companies on the basis of marketcap are included in the universe

The Windmill Capital team studies research papers and documented various smart beta algorithms and strategies. Algorithms are then adapted for the Indian markets, with which a criteria for stock screening is finalized

<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>The model criteria identified in the previous step is applied on the investable universe to select qualifying stocks</li></ul>

Depending on the strategy, Windmill Capital team picks a quantitative weighting scheme to be applied

All smart beta smallcases are checked for historical outperformance over more than decade, to ensure that only consistently outperforming strategies are selected

This smallcase has a annual rebalance schedule. Once every year, the research team reviews this smallcase and drops stocks which do not meet the model criteria and adds new stocks

The final screened stocks are then weighted according to the selected asset allocation algorithm

Quality - Smart Beta

Quality - Smart Beta

Overview

Stocks & Weights

About the smallcase

Past Performance vs

Equity Large Cap

About the Manager

Windmill Capital