Smallcap Compounders (AUM Plan) Fundamental

Green Portfolio

Invests in Small-Cap stocks which have potential to generate multifold returns in coming years

Invests in Small-Cap stocks which have potential to generate multifold returns in coming years

Minimum Investment Amount
₹ 1,00,000

3Y CAGR

25.13%

About the smallcase

-Companies with Rs. 200 crore- Rs. 3000 crore Market Cap

-Growth at Reasonable Price Philosophy

-Fundamentally strong stocks that can generate multiple times returns as the broader market participates in the bull run

-Invests in 10-15 companies

-Historical data of smallcase is not available as it has been recently launched. However, the returns expected in the next 1-2 years can be similar to our High Quality Right Price smallcase as both are of similar philosophy

Methodology

Know how this smallcase was created

Understand smallcase costs and returns
View Cost & Returns

About the Manager

Windmill Capital

At the glance

Rebalance Frequency
Quarterly
Last Rebalance
Feb. 14, 2025
Next Rebalance
May 14, 2025
Check latest rebalance updates issued by the manager
View Rebalance Timeline
Large Cap
0%
Mid Cap
0%
Small Cap
100%
Minimum Investment Amount
₹ 1,00,000
Get access for ₹1/1m
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