Name: Value & Momentum
Brand: smallcase
SKU: SCMO_0010
Price: 15118 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.

Dr Reddy’s Lab stock gains over 1% on acquisition of Eton Pharma’s injectable portfolio

The acquisition will complement Dr. Reddy’s U.S. institutional business with limited competition injectable products.

Kia’s poor performance in the world’s crash safety rankings brings to light the MNC carmakers’ contradictory criteria for India

The South Korean automaker joins other international automakers whose goods for India receive subpar safety ratings thanks to the 3-star Global NCAP rating for the Kia Carens and Seltos.

As people await the new 2022 Mahindra Scorpio-N, stock up 0.99%

The new Scorpio-N will be marketed in the nation alongside the current model, the automobile manufacturer has already stated.

TTK Prestige collaborates with Ultrafresh Modular Solutions; stock jumps ~1%

Ultrafresh Modular Solutions has opened its first experience centre in Koramangala, Bengaluru, as part of its business collaboration.

Gold prices up as G7 moves to ban Russian bullion imports; Spot gold reaches $1,828.99

Spot gold was up 0.2% at $1,828.99 per ounce by 0102 GMT. US gold futures were flat at $1,830.90.

Oil prices slip over $1 as G7 discuss Iran nuclear deal, Russia; Brent reaches $111.70/bbl

Brent crude futures LCOc1 slipped $1.42, or 1.3%, to $111.70 a barrel by 0010 GMT after rebounding 2.8% on Friday.

Asian stocks up on Wall St gains; Nikkei, Kospi rise over 1%

“The market remains focused in the trade-off between the policy response to high inflation and fears of a hard landing,” Westpac rates strategist Damien McColough wrote in a client note.

G7 pledges to $600 bn over five years to counter China’s BRI project

US President Joe Biden and other G7 leaders relaunched the newly renamed “Partnership for Global Infrastructure and Investment,” at their annual gathering being held this year at Schloss Elmau in southern Germany.

Food export bans from India to Argentina risk fueling inflation

On May 12, India’s Ministry of Commerce & Industry said it was preparing to send delegations to nine countries to export a record 10 million tonnes of wheat this fiscal year - sharply up the previous season. But a barrage of alarming data changed all that.

China’s industrial profits fall for second month in May on COVID-19 curbs

Profits fell 6.5% from a year earlier, less than the 8.5% decline in April, according to data released by the National Bureau of Statistics (NBS) on Monday.

G7 pledges $600 bn over five years to counter China’s BRI project

Nifty 500 Index

Value & Momentum

Abhishek Jadon

Positive momentum stocks available at a discount to their peers

Propelling Growth

Buy the Dip

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

The Windmill Capital team studies research papers and documented investment philosophies and strategies. Ideas and strategies 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>

This list of selected stocks is equal weighted

All model based smallcases are checked for historical outperformance to ensure that only consistently outperforming models are selected

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.

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

Value & Momentum

Value & Momentum

Overview

Stocks & Weights

About the smallcase

Past Performance vs

Equity Multi Cap

About the Manager

Windmill Capital