Why should you invest in this smallcase?

India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.

  • Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent
  • This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc
  • Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food & beverage, education, entertainment & leisure facilities

This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Mar 3, 2014

would be
The Great Indian Middle Class
₹ 451.94
Equity Large Cap
₹ 263.88
2015201620172018201920202021100150200250300350400450

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns