BM Top 10
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.
₹ 1,23,860
India’s largest companies, growing faster than their peers. A sweet spot between stability & returns
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 1,23,860
6M Return
6.47%
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
24.57
NA
4.70
NA
0.55
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
NA
NA
0.58
NA
6.64
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-4.12
NA
1.91
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 10 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 13, 2024 | Jul 13, 2024 |
About the smallcase
• Despite multiple headwinds at start of 2023, Indian markets delivered strong performance. However, with stretched valuations in small and mid-caps, some allocation in large caps can reduce overall volatility for one’s portfolio.
• BM Top 10 will comprise of 10 solid names, with an aim of outperforming the underlying benchmark Nifty50.
• A portfolio of high growth large caps to generate alpha, while keeping in mind the lower risks, makes it apt for new investors with limited risk appetite.
• Factors such as strong investor sentiments, lower inflation, expectations of steady to lower interest rates and higher economic growth can drive higher FIIs funds inflow into Indian Markets. The large caps are poised to be the beneficiaries of FII inflows, since FIIs generally prefer liquid large caps.
• With expected rate cuts and upcoming elections, we have designed the portfolio to benefit mostly from higher capex, discretionary spending and sector rotations to ride the multi-year upcycle in the Indian economy.
• The minimum investment in the smallcase that we recommend is INR 3 Lakh.
This product is suitable for investors who are seeking:
• Investing in a concentrated portfolio of large cap stocks aiming to beat the Nifty 50 and an average mutual fund over a longer time horizon with lower volatility.
• Capital appreciation over long-term.
Launch Date
Jan 10, 2024
Subscription Fees
₹ 14,160/6m
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
