Value & Momentum - Asset Allocation Model

Windmill Capital

Positive momentum stocks available at a discount along with diversification benefits of gold & debt

Positive momentum stocks available at a discount along with diversification benefits of gold & debt

Minimum Investment Amount
₹ 58,879

3Y CAGR

24.69%

About the smallcase

This is an asset allocation version of the Value and Momentum Model smallcase. The equity portion of the smallcase selects stocks that are undervalued but also experiencing positive momentum in their price. 


  • The underlying theme of the smallcase mimics the pure equity version smallcase “Value & Momentum Model”
  • In the equity portion, stocks that are selected are undervalued compared to their peers but have been attracting attention of late - as evidenced by their recent stock price movements
  • These stocks have also earned higher than expected profits during the latest reported period
  • To reduce the risk of the smallcase, we include other asset classes like gold and debt which is not done in the original smallcase. Thus,this version of the smallcase provides better risk-adjusted returns, especially during market turmoil


This smallcase is suitable for those who want the benefit of the “Value & Momentum Model” smallcase strategy with added protection of asset allocation to safeguard against prolonged market downturns. This version of smallcase reduces fluctuation in portfolio value while providing a smooth wealth creation journey.

Methodology

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About the Manager

Windmill Capital

At the glance

Rebalance Frequency
Weekly
Last Rebalance
June 23, 2025
Next Rebalance
June 30, 2025
Check latest rebalance updates issued by the manager
View Rebalance Timeline
Large Cap
40.86%
Mid Cap
26.29%
Small Cap
32.86%
Minimum Investment Amount
₹ 58,879
Get access for ₹12000/1y
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