![BM NIFTY TOP 20](https://assets.smallcase.com/images/smallcases/200/BAMIMO_0003.png)
BM NIFTY TOP 20
Managed by Basant Maheshwari Investing
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 Return | Equity Large Cap Return |
---|---|
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
35.78
NA
4.61
NA
0.81
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
NA
NA
2.22
NA
6.01
NA
Pro
NA
Pro
NA
Pro
Relative
NA
2.69
NA
6.49
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
20 | Need Basis |
Last Rebalance | Next Rebalance |
---|---|
Sep 18, 2023 | Need 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
About the Manager
Basant Maheshwari Investing
Manages 3 smallcases
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