5 Year - Low Risk - Regular
The basket is designed for investors willing to take lower risk over a 5 year period but create wealth by participating in the growth of top companies.
Why should you invest in this StockBasket?
If you dont want to take risks at this point in time, then invest in these safe stocks which are majorly from the consumption and technology sectors, considered to be the safer havens during times of bloodbath in the markets. These sectors are called the pillars of the stock market and are usually considered the "defensive" stocks. Companies in this basket have lower volatility, low to nil debt, stable growth and an efficient management which can help you gain stable returns.
This StockBasket was created on September 03, 2019.
How does StockBasket Pricing Compare with other asset classes -
- It is around 50% less than what Equity Mutual Funds charge.
- It is around 70% less than what Portfolio Managers charge.
- It is around 80% less than what Investment Advising Brokers charge.
Fee Structure -
- Research Subscription Fees - This basket attracts a Research Subscription fee of Rs. 200 per quarter i.e. Rs. 800 p.a. If you don’t make money in a basket in 5 years from your date of purchase, then the subscription fee collected over 5 years will be refunded to you.
- Exit before 5 years attracts a Fee of Rs. 900 per Basket.
Past Performance vs NIFTY
Current value of Rs. 100 invested at the inception of this Basket would be.
StockBasket Returns
7,699.59
Nifty Returns
1,989.54
Why should you invest in this StockBasket?
StockBasket invests in top 100 marketcap companies using ICICI Prudential Nifty ETF for top 50 companies and Reliance ETF Junior StockBasket invests in top 100 marketcap companies using ICICI Prudential Nifty ETF for top 50 companies and Reliance ETF Junior StockBasket invests in top 100 marketcap companies using ICICI Prudential Nifty ETF for top 50 companies and Reliance ETF Junior
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