Introducing a smallcase basket with a specific focus – “Invest in the Emerging Giants of India”. It is a custom investment product crafted by a SEBI Registered Investment Adviser, that invests in the midcap and smallcap space.
Gap Analysis – currently, there are no mutual funds in India that smartly allocate money to the 101st to 500th largest companies. Most of them invest in all 500 at once or the first 100, next 150, and the next 250 etc. I strongly believe the next leg of growth and momentum will come from the mid and small-cap space.
Historical Returns – Nifty Midcap-150 has given a CAGR of 18.35% over the last 10 years, whereas Nifty Smallcap-250 has given a CAGR of 15.16%. source. Midcaps have outrun Smallcaps over the last 10 years, but I strongly feel the run-up in Smallcaps is overdue and could deliver better ROI in the years ahead.
The Idea: is to create a smallcase basket that combines the midcap and smallcap companies in a ratio that could deliver alpha in the next 10 years. Based on historical data, my smallcase basket would have delivered a CAGR of 16.27%.
The Package: is to buy the smallcase basket named Balamoney Emerging Giants. The minimum amount required for investing is Rs235. You can add any amount as lumpsum or SIP to this package.
Costs: If you already have a subscription to any of our AURA, ALPHA, or SIGMA packs, this new investment tool is free of cost for you. If you are yet to buy a package, the rate starts at Rs499 per month.
Contact: 7736010203 or balu@balamoney to get started today!
Balachandran RV
SEBI RIA INA000021757 | SEBI RA INH000025054