Crompton Greaves Consumer Electricals Ltd
Uflex
Cosmos first
Jindal Poly films
tech mahindra
wipro
berger painMust Buy ....as Asian paints is a large cap and chances of growth are less..
century plyboard
Permmanant magnets ltd
Pg Electroplast Ltd
Tanla Plat A very good customer base, P/E < industry P/E, available very cheap
Oracle Fin Serv
Mphasis
coforge
SMALL CASE SMALLCASE NAME VOLATILITY PORTFOLIO REMARKS
SmartNifty Index VG and R 30% 3YR CAGR, A well r
High Diveidend Yied
and Capipal
VG and R 46% CAGR in 3 Yrs
Appreciation
Green Portfolio
High Quality Right Price VG and R 52% CAGR in 3 yrs, a w
Multi National
Companies Advanced 29% CAGR in 2 yrs, st
Approach
Small Cap
Compounders
Equity and Gold VG and R 15% CAGR in 4 yrs
Dividend Aristocrats VG and R Has got a very good col
CANSLIM VG and R
Brand Value
Windmill
Growth and Income VG and R 20% CAGR in 6 yrs
Capital
Value and Momentum VG and R
House of Tata VG and R
Bringing the Bling VG and R
Safe Heaven
IT Tracker 21% CAGR in 7 Yrs
The Naked Trader 17% CAGR in 6 yrs
Wright A highly reaserached
Wright Smallcaps VG and R
Research stock portfolio.
Wright Momenntum
Balanced Multi Factor
Wright Innovation
Wright In New India
Very cheap at
894/6m, i believe it is
the cheapest one
with CAGR 33% for
in last 2 yrs. This
Teji Mandi Teji Mandi Flagship VG and R
group manages only
this smallcase and
thus its focus is on
this only, which is a
very good thing.
Capitalmind Capitalmind Momentum
Strong businesses
Ethical wih predictable
Handpicked PSU Gems VG and R
Advisors cashflows and
consistent dividend
Takes the metal
Metal Revival VG and R
revival advantage
The Resilient Pack VG and R Stocks picked from diff
The Dependables VG and R 25% 3 Yr CAGR Stocks w
Financial Services Powerpack VG and R 33% 3YR CAGR, Banks,
Auto Pack: Stepping up the gear VG and R 30% 3YR CAGR, A well
Lotsudew Wealth Listed Venture Capital VG and R 47% 3YR CAGR, they mu
Nanocap Champs VG and R 23.17% 1 YR CAGR, Nan
Golden opportunity VG and R 8% in 4 months, a new Smallcase,
Mystic Wealth MysticWealth Momemtum Very very costly36.5% in 3 YR CAGR,
Niveshaay Green eneregy VG and R 67% CAGR in 2 yrs
Windmill Capital Reality Tracker - High VG and R 20% CAGR in 7 yrs
Angel One ARQ Prime by Angel On Medium VG and R 28% CAGR 7 yrs
Windmill Capital Bringing the Bling High VG and R 20% CAGR in 7 yrs
Aurum Capital Value investing Smallca Medium VG and R 28% CAGR in last 1 yr
21G Investments 21G long Term wealth cr Medium 32% CAGR in 3 Yrs
21G Investments 21G Dark horse Medium 25% CAGR in 3 yrs
21G Investments 21G Trend Rider High 45% in CAGR in 2 yrs
Estee Gulaq Wealth Medium VG and R 43% CAGR in 3 Yrs, in
Estee Gulaq Gear 6 High 53% CAGR in 3 yrs, 1
Windmill Capital Dividend Stars Medium 21% CAGR in 7 Yrs, Hig
Tequity Investing The Rising Super Stars Medium 25% CAGR in 2 yrs
MarketGoogly Promising Bluechips Medium 25% CAGR in 3 yrs, co
Omniscience CapiOmni Knights- SuperNor Medium 42% CAGR in 2 Yrs, m
Small Cap Growth StrateHigh 42% CAGR in 2 Yrs, mi
Omniscience CapiOmni Bharat Defence High 44% CAGR in 2 Yrs
Omniscience Capiomni Capital Enablers 44% CAGR in 2 Yrs, Omn
Omniscience CapiOmni Royals- SuperNormMedium 29% CAGR in 2 yrs, SIP
SUBSCRIPTION COST ADJUSTED RETURN RECOMMENDATION
Recommended as the adjusted
3540/yr 25% return is better than the Nift50
Index
highly recommended as it has
7080/yr 36% been taking care of the market
worries
highly recommended as it has
7080/yr 43% been taking care of the market
worries
7080/yr 19%
Free access
Free access
Free access
Free access
Free access
Subs - 2399/6
17%
mths
Subs - 2399/6
mths
Subs - 2399/6
mths
Subs - 2399/6
mths
Subs - 2399/6
mths
Subs - 2399/6
mths
Strongly recommemded, the
Subs - 6844/3m research methodology
sounds really good.
Strongly recommemded, the
Subs - 6844/3m research methodology
sounds really good.
onths, a new Smallcase,
Very very costly smallcase
3 YR CAGR, and the actual returns are
brought down significantly
Strongly recommended as
3000/6months 53% the cost adjusted CAGR is
the best in the industry
Realty sector in India is
expected to grow at a very
Free access
fast pace and it is the right
time to catch the train
Smart Beta based algo based
highly recommended as it
selction of stocks, itself
Free access has been taking care of the
decides entry and exit and
market worries
very strong risk management
only stock that deals in luxury
Free access
segment investments
Here we need to understand
here minimum investment is that if we invest in huge quantity
30,000/- per annum 7 lacs and cost adjusted the cost adjusted returns would
return on 7 lcas is 21% be more than 25% for an
investment of 25 lacs.
highly recommended as it
18% for an Min amount of
3500/6mnths has been taking care of the
112,500/-
market worries
Cost adjusted CAGR is not
3500/6mnths 12% CAGR for 130000/- the best won...need to
reasearch more
4000/6mnths 28% at 125000/-
So far the best COST
43% CAGR at 250K
6000/yr Adjusted return - Highly
investment
recommended
At higher investments the
42% CAGR on an investment
1875/6mnths Cost adjusted returns will be
of 123000/-
phenomenal
1Cost adjusted return of 17%
6000/yr
CAGR on investmet of 3 L
Cost adjusted to 14% ACGR
9000/yr
in 121000/- invetment in 2 yrs
CAGR of 16%, at investment
of 121900/- however the
seems to a good bet at a very
3000/6months CAGR goes to 20+% at
low risk.
investment of 3Lacs and so
on.
Seems a better deal as the
gains are on an investment of
3540/6mnths 33% CAGR on 120000/-
1.2 L only, financial ratios are
good
Need big investment to get a
good cost adjusted return, most
2.5% of the invested35% CAGR on 563000/-
of the investment is eaten into
by the smallcase
12000/yr 30% CAGR on 125000/-
Cost Adjusted returns not Has got very competitive
2.5% of the invested
available. financial ratios
7000/yr 20% on 1.2 L
SmallCase Manager
IT Tracker Windmill Capital Ltd
