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BM NIFTY TOP 20

Managed by Basant Maheshwari Investing

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 1,63,782

Best 20 stocks from NIFTY 50

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 1,63,782

10M Return

34.96%

Performance

Current value of ₹ 100 invested once at launch

smallcase ReturnEquity Large Cap Return
1M
6M
1Y
MAX
SIP
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1M
6M
1Y
MAX
SIP
Medium Volatility

Medium Volatility

1.00x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Quality
Growth

+1 more

Comparable Index

Comparable Index

Equity Large Cap

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

Key details about smallcase portfolio

ConstituentsRebalance Frequency
20Need Basis
Last RebalanceNext Rebalance
Sep 18, 2023Need Basis

About the smallcase

·        The Nifty 50 is a diversified set of companies bunched together as an index. These companies originate from almost all conceivable sectors and stocks. Many of the Nifty constituents lack sustainable competitive advantages in the long run. They are just to represent each corner of the economy. In the long run such companies fail to do well but in the short run they are included in the Nifty as the business may be undergoing a cyclical upturn.

·        In this context that we have designed a portfolio of 20 solid names. Companies that will keep growing for longer periods of time and will delivery above average returns when compared to the underlying index - the Nifty 50.

·        We have termed our smallcase offering as ‘BM Nifty Top 20’ that can generate alpha over a Nifty ETF that blindly mirrors the constituents of the Nifty 50. We have built this keeping in mind the lower risk appetite of many small investors that have lower capital and who want to beat the Nifty 50 and an average mutual fund over a longer-term time horizon.

·        We have kept the cost in check and also ensured that these large cap growth names exhibit better returns with lower volatility.

·        We were flooded with hundreds of requests from our Youtube Subscribers to do something for the small retail investor who comes to the market with limited capital and limited risk appetite. 

The minimum investment in the smallcase that we recommend is Rs 3 to 5 lacs

Launch Date

Mar 2, 2023

Subscription Fees

4,719/6m

Factsheet

Download key points for this smallcase

BM NIFTY TOP 20

See all plans and benefits

BM NIFTY TOP 20

About the Manager

Basant Maheshwari Investing

Manages 3 smallcases

Basant Maheshwari Investing

Basant Maheshwari Wealth Advisers LLP offers portfolio management and Investment advisory services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time.

SEBI Registration No: INP000004946

Disclosures
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