Why should you invest in this smallcase?

  • Blue chip companies have well established business models and hence their  stock prices tend to be stable. Adding blue chip stocks to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends. 
  • Mid cap companies are still in the middle of their growth curve and are expected to exponentially grow their sales and profits. As their growth potential is high, the possibility of their stock price increasing multi fold also tends to be high. 
  • The key to a well diversified portfolio is to ensure an appropriate combination of large and mid cap stocks. 
  • This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.


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

Dec 29, 2006

would be
Top 250 Stocks
₹ 598.78
Equity Large Cap
₹ 449.83
2008201020122014201620182020100200300400500600

Launch

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