Basant Maheshwari Wealth Multicap PMS
Fund Snapshot
| Year of Inception | NA |
| Number of Stocks | NA |
| Investment Horizon | NA |
| Fund Managers | Mr. Basant Maheshwari |
Investment Philosophy
The philosophy of Basant Maheshwari PMS is clear:
- Invest in businesses with predictable profits from industries with tailwinds and the potential to be the next big thing.
- Big corporations aren’t needed as long as small businesses remain attractive and the portfolio structure remains largely intact. Multi-capacity
- Businesses that expand through cash flow and sustain long-term sustainability are more likely to succeed.
Unique Feature
Investing in businesses that can generate predictable returns
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
BMW Multi Cap Fund
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Basant Maheshwari Wealth Advisers Llp
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹226.51 | 0.00 | 3.45 | -11.13 | -13.42 | -7.01 | 5.36 | 1.27 | 1.29 | 11.19 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | 13.46 | 13.31 | 12.29 | 15.29 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.