Retire in 2040 - Regular
The basket is designed for investors who seek to create wealth to retire in approximately 20 years i.e. in the year 2040.
Why should you invest in this StockBasket?
Planning your retirement is one of the most important aspects of financial planning. Proper retirement planning will allow you to continue your lifestyle even after your monthly paychecks stop coming in and will prepare you for a healthy and wealthy retirement. If you are about 30-35 years in age and desire to retire by 2040, this is a basket designed for you. The basket comprises of long term businesses which have the ability to grow as the Indian Economy expands over a long period of time. It is designed to protect and grow your capital to make you retirement ready. Presuming a conservative 15% historical compounded growth rate, the basket is likely to grow to about Rs. 5,00,000 in value over the next 20-21 years.
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. 250 per quarter i.e. Rs. 1,000 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. 1,100 per Basket.
Past Performance vs NIFTY
Current value of Rs. 100 invested at the inception of this Basket would be.
StockBasket Returns
8,813.55
Nifty Returns
2,053.96
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
Recommended StockBasket
Beginners Basket - Lite
The basket is created for beginners looking for safe stocks. This is a lite version for new comers willing to invest a portion of their savings upfront.
- 190.39 (90.39%)
- 5153.80
- 354 (+86%)
- 9580
- 31 Mar, 2027
Retire in 2040 - Lite
The basket is designed for investors who seek to create wealth to retire in approximately 20 years i.e. in the year 2040. This is a lite version for investors willing to invest a smaller amount upfront.
- 221.96 (121.96%)
- 22639.00
- 342 (+54%)
- 34898
- 31 Mar, 2027
Load More StockBaskets
