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  • Smallcase - Middle Class

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    rajanbabs
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    This document discusses an index fund focused on investing in Indian companies that are expected to benefit from India's growing middle class. The index fund holds stocks across several consumer sectors like retail, food products, household durables, and automobiles. It has moderately high risk and has grown at a CAGR of 21.28% since its inception. The fund is rebalanced semi-annually to adjust stock weights.

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    SMALLCASE Stocks for Middle Class

    Original Title

    SMALLCASE_MIDDLE CLASS

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    This document discusses an index fund focused on investing in Indian companies that are expected to benefit from India's growing middle class. The index fund holds stocks across several consumer sectors like retail, food products, household durables, and automobiles. It has moderately high risk and has grown at a CAGR of 21.28% since its inception. The fund is rebalanced semi-annually to adjust stock weights.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    25 views2 pages

    Smallcase - Middle Class

    Uploaded by

    rajanbabs
    This document discusses an index fund focused on investing in Indian companies that are expected to benefit from India's growing middle class. The index fund holds stocks across several consumer sectors like retail, food products, household durables, and automobiles. It has moderately high risk and has grown at a CAGR of 21.28% since its inception. The fund is rebalanced semi-annually to adjust stock weights.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Back

    The Great Indian Middle Class - Low-


    Cost Version
    Consumer companies expected to benefit from
    India’s growing middle class

    MODERATE  RISK

    Index Value CAGR


    266.33 0.30% 21.28%

    Overview Stocks & Weights

    Stocks & Weights

    Stocks & Segments Weightage (%)

    Retail 18.98

    Aditya Birla Fashion and Retail Ltd 6.33

    Future Retail Ltd 6.33

    Trent Ltd 6.33

    Paints 7.90

    Asian Paints Ltd 7.90

    Household Durables 12.65

    Bajaj Electricals Ltd 6.33

    Crompton Greaves Consumer Electricals Ltd 6.33

    Food Products 12.65

    Min Amount
    Heritage Foods Ltd 6.33
    ₹ 18,161  Buy smallcase
    Parag Milk Foods Ltd 6.33 
    Household & personal products 16.13

    Hindustan Unilever… 9.80

    Marico … 6.33

    Hotels 6.32

    Indian Hotels Company… 6.33

    Theatres 6.32

    INOX Leisure … 6.33

    Automobiles 6.32

    Mahindra and Mahindra… 6.33

    Textiles, Apparel & Luxury Goods 12.65

    Titan Company … 6.33

    V I P Industries … 6.33

    Rebalance Schedule

    Last Rebalance Next Rebalance

    Mar 15, 2019 Jun 15, 2019

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    Min Amount

    ₹ 18,161  Buy smallcase

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