Passive Income Investments
Managed by StoxBazar
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 5,127
Generate income from dividends. Basket of individual stocks that pay High dividends.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 5,127
2Y CAGR
57.50%
Performance
Current value of ₹ 100 invested once at launch
smallcase CAGR | Equity Multi Cap CAGR |
---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
8.99
NA
2.11
NA
4.37
NA
27.24
NA
4.14
NA
0.99
Technicals
NA
3.26
NA
0.00
NA
126.88
NA
Pro
NA
Pro
NA
Pro
Relative
NA
113.86
NA
13.03
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
8 | Need Basis |
Last Rebalance | Next Rebalance |
---|---|
Jun 11, 2024 | Need Basis |
About the smallcase
Many companies pay a portion of their corporate earnings to shareholders in the form of a dividend. In addition to providing retirement investors with a consistent cash flow, dividend payments are seen as a sign of a company’s financial strength and management’s conviction that it will grow earnings.
These are the several ways that we typically evaluate dividend stocks and decide on the best options for their portfolio:
- A company’s dividend history tells you how long it has been paying a dividend to shareholders. Obviously, a longer dividend history translates to a more reliable payment, although that’s not always the case.
- A stock’s dividend yield is calculated by dividing the dividend payout by the share price. It represents the ‘interest rate’ that you receive for owning the stock. All else equal, you want to maximize the dividend yield to generate the most cash flow.
- The payout ratio is the proportion of earnings paid out as a dividend. If the payout ratio is too high, the dividend yield may not be sustainable over time — particularly if a company has a bad year and experiences a drop in earnings.
The Bottom Line
Dividend investments are a great way to generate cash flow during retirement without relying on fixed income investments.
- Note: The return displayed in this smallcase only includes price appreciation; dividends are not included. In this smallcase, add dividend yield % to verify actual performance.
Launch Date
Feb 26, 2022
Subscription Fees
₹ 2,359/3m
Factsheet
Download key points for this smallcase
About the Manager
StoxBazar
Manages 8 smallcases
StoxBazar, a well-established and a reputable firm known for its expertise in the financial services industry. At StoxBazar, we offer a comprehensive range of research analysis services, consolidating all aspects under one roof. We pride ourselves on being among the select few SEBI registered organizations that provide research and information on the Indian capital markets, with a strong focus on Technical and Fundamental Analysis. Our firm has garnered a solid reputation among investors, brokers, and researchers alike.
SEBI Registration No: INH100008939
Disclosures