Shubham

All publicly traded companies on the National Stock Exchange of India forming part of Nifty 50 index are included in the universe

<ul><li>At Windmill Capital, our team cultivates investment philosophies rooted in cutting-edge academic research and insightful white papers. These resources lay the groundwork for a comprehensive understanding of market dynamics, risk management, and optimal return strategies. Subsequently, our sophisticated testing mechanisms allow us to create portfolios that are both theoretically robust and empirically validated</li><li>To further refine our models, we harness advanced mathematical, statistical, and analytical methods. These may include optimization algorithms that balance risk and return, as well as statistical analyses to uncover factor regimes and correlations. Such techniques enhance our stock selection process and portfolio weighting decisions, ensuring precision and effectiveness</li><li>Quality Top 50 Model smallcase predominantly selects stocks/ETFs that demonstrate consistent growth in both revenue and profitability while ranking high on Return on Equity (ROE)</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&nbsp;</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 their presence in ASM/GSM list of the exchanges, deep negative news or sentiment etc</li></ul>

The list of selected stocks/ETFs is weighted such that the overall volatility of the final portfolio is minimised. By focusing on risk instead of marketcap or value, this weighting scheme provides better protection against market volatility

This smallcase will be rebalanced on an as-needed basis

Quality Top 50 Model

Stocks for all seasons, selected from the top 50 companies representing Nifty 50

Quality Top 50 Model

Overview

Stocks & Weights

At a Glance

Holdings Distribution

Closed smallcase