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
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BMW Multi Cap Fund
Benchmark: BSE 500 TRI
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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 | ₹229.32 | 2.79 | 17.04 | -3.77 | -10.78 | -8.16 | 5.52 | 5.78 | 0.94 | 11.39 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 15.35 |
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