Focused Compounders

This basket is designed for investors who want to invest in a focused portfolio of stocks and compound their investments in the long-run.

Why should you invest in this StockBasket?

One proven way of wealth creation via equities is - investing and patiently holding stocks to let the magic of compounding work. These stocks have given consistently strong returns over the last 20 years and are expected to do so in the future. A hard look at decades of key financial data has given us a very small universe of stocks to invest with great amounts of confidence. The stocks in this basket are fundamentally sound and most of them are earning a Return on Capital Employed over 20% which is well over the cost of capital of 15% in India. Compounders have a characteristic of consistently earning over and above their cost of capital and growing at or above industry growth rate. Invest in this basket to grow your investment with compounding stocks.

This StockBasket was created on August 06, 2021.

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 Subscirption fee of Rs. 35 per quarter i.e. Rs.  140 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 of Fee Rs. 175 per Basket.
.

Past Performance vs NIFTY

Current value of Rs. 100 invested at the inception of this Basket would be.

StockBasket Returns

122,288.89

Nifty Returns

1,536.76

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

blur images

Login to see the constituents of this StockBasket

Login with your Samco Logo Account
  • 110.06 (73.50% CAGR)
  • 195
  • 5 Years
  • 16815 (+77%)

Minimum Investment Amount

9469.45

Invest
  • +91-22-22227777
  • support@samco.in
  • find us
Stock Basket Logo
Copyright © StockBasket | All Rights Reserved