Windmill Capital launches three new thematic smallcases for retail investors
Windmill Capital, a SEBI-registered research analyst and a subsidiary of smallcase Technologies, has announced the launch of three new smallcases: Growth Multicap – Quant, Quality Bluechips – Quant, and Capital Markets Tracker. These smallcases aim to empower investors with data-driven, diversified strategies that align with India’s evolving market landscape.
Naveen KR, smallcase manager and Senior Director at Windmill Capital said, “At Windmill Capital, we are committed to equipping investors with data-driven, transparent, and systematic investment strategies. The launch of these three smallcases reflects our dedication to combining fundamental analysis with quantitative models, ensuring portfolios remain resilient, adaptive, and aligned with India’s dynamic market landscape. By integrating robust risk management and maintaining a focus on long-term wealth creation, we aim to help investors confidently navigate market cycles and actively participate in India’s growth story.”
* Growth Multicap – Quant: Harnessing High-Growth Momentum Across Market Caps
The Growth Multicap – Quant smallcase offers an improved risk-reward profile compared to traditional Equity Multicap funds and ETFs, making it ideal for investors seeking a long-term, passive wealth-building solution. It invests in quantitatively selected high-growth multicap stocks that demonstrate sustained upward momentum.
Stocks are screened for revenue momentum, earnings expansion, operational efficiency, and liquidity strength, ensuring a robust foundation for a quality growth portfolio. If sufficient stocks do not meet the defined criteria, the portfolio tilts toward gold to preserve capital until favorable market conditions return.
* Quality Bluechips – Quant: Investing in India’s Strongest Large and Midcaps
The Quality Bluechips – Quant smallcase is positioned as a superior alternative to Equity Large-Midcap funds and traditional ETFs, offering a systematic, long-term approach for passive investors.
It focuses on high-quality blue-chip stocks with strong fundamentals and positive momentum. Its structured methodology—featuring rigorous screening based on financial strength, profitability, cash flows, and business stability—ensures that only fundamentally robust companies are included.
In the absence of sufficient qualifying stocks, the allocation of this smallcase will shift to gold ETFs, helping safeguard capital during uncertain periods.
* Capital Markets Tracker: Capturing India’s Financialization Boom
The Capital Markets Tracker smallcase provides targeted exposure to companies that directly benefit from India’s secular growth in wealth and financialization of savings, including stock exchanges, brokerage firms, asset and wealth managers, and market infrastructure providers.
By investing in the enablers of India’s financial deepening, this smallcase captures the long-term growth potential of the capital markets ecosystem, offering investors a unique thematic opportunity to participate in the country’s wealth creation story.
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