Name: Realty Tracker
Brand: smallcase
SKU: SCTR_0010
Price: 20946 INR

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 Midcap 150

Realty Tracker

Windmill Research

Companies to efficiently track and invest in the realty sector

All publicly traded companies on the National Stock Exchange of India, covering approximately 90% market capitalization, are included in the universe

<ul><li>At Windmill Capital, our team crafts sector tracker portfolios to closely follow specific sectors and industries. The core thesis behind these portfolios is to achieve precise sector alignment by selecting stocks/ETFs that best represent the industry's growth and dynamics. Each selected stock or ETF undergoes a thorough evaluation process, which includes reviewing company’s investor presentations, conference calls, and sector reports to ensure a perfect theme alignment</li><li>Once potential stocks are shortlisted, they undergo rigorous evaluation based on fundamental factors, market share within the sector, and recent financial performance. This structured approach allows us to build high-conviction portfolios that effectively capture sector trends and opportunities</li><li>Realty Tracker smallcase selects stocks/ETFs that comprise real estate companies and REITs, allowing investors to efficiently track and invest in the realty sector.</li></ul>

<ul><li>Stocks/ETFs qualifying the above mentioned research criteria are selected for further analysis</li><li>Proprietary liquidity filters are applied to remove ill-liquid stocks/ETFs from this list</li><li>A special check is further applied to remove stocks, where a significant part of the promoter holdings are pledged</li><li>Stocks/ETFs are further removed on the basis of red flags such as stock’s presence in ASM/GSM list of the exchanges, deep negative news or sentiment etc</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 and realign the weights with the selected asset allocation strategy for the next quarter

Realty Tracker

Realty Tracker

Overview

Stocks & Weights