Capital Efficient Cos - Lite
Invest in companies with sound capital allocation strategy thus creating wealth for its investors. This is a lite version for investors willing to invest a smaller amount upfront.
Why should you invest in this StockBasket?
Capital allocation is "THE" most important decision made by a company s management. This basket contains companies which have a proven track record of utilising capital in the most efficient manner and thus ensuring that the company is earning the best possible return on capital invested. It allows companies to stay ahead of the competition and the gap only increases as time passes. These are the companies which have been able to strike a perfect balance between strategy and execution by prudent capital allocation. They have flawlessly executed their long term strategy and the returns are proof of the efficiency of the management. Having a goal and sticking to it is very difficult but these companies have made it happen.
This StockBasket was created on September 24, 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. 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. 1,300 per Basket.
Past Performance vs NIFTY
Current value of Rs. 100 invested at the inception of this Basket would be.
StockBasket Returns
2,795.31
Nifty Returns
1,387.92
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.
- 187.11 (87.11%)
- 5065.00
- 354 (+89%)
- 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.
- 219.59 (119.59%)
- 22397.85
- 342 (+56%)
- 34898
- 31 Mar, 2027
Load More StockBaskets
