5 Year - High Risk - Lite
The basket is designed for investors willing to take higher risk in growth companies for a 5 year period. This is for investors looking to invest a smaller amount upfront.
Why should you invest in this StockBasket?
"There is no such thing as high returns without risk" - it usually holds true in the equity investment world. For risk takers, this basket is appropriate as these companies have the momentum to grow and make returns for you. Even though the companies in this basket are high quality companies few of them may face higher volatility from time to time. Even though it is riskier than other StockBaskets, it is crafted in a way that majority of the constituents are big, stable and very well established companies.
This StockBasket was created on July 11, 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 Fee - This basket attracts a Research Subscription fee of Rs. 62.5 per quarter i.e. Rs. 250 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. 300 per Basket.
Past Performance vs NIFTY
Current value of Rs. 100 invested at the inception of this Basket would be.
StockBasket Returns
51,731.58
Nifty Returns
2,311.34
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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