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Introducing BM Top 10 – New smallcase by Basant Maheshwari

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Despite multiple headwinds at start of 2023, Indian markets delivered strong performance. However, with stretched valuations in small and mid-caps, some allocation in large caps can reduce overall volatility for one’s portfolio.

BM Top 10 will comprise of 10 solid names, with an aim of outperforming the underlying benchmark Nifty 50.

Everything you need to know about BM Top 10 smallcase

A portfolio of high growth large caps to generate alpha, while keeping in mind the lower risks, makes it apt for new investors with limited risk appetite.

Factors such as strong investor sentiments, lower inflation, expectations of steady to lower interest rates and higher economic growth can drive higher FIIs funds inflow into Indian Markets. The large caps are poised to be the beneficiaries of FII inflows, since FIIs generally prefer liquid large caps.

With expected rate cuts and upcoming elections, we have designed the portfolio to benefit mostly from higher capex, discretionary spending and sector rotations to ride the multi-year upcycle in the Indian economy.

What type of investors is this smallcase suitable for?

Investing in a concentrated portfolio of large cap stocks aiming to beat the Nifty 50 and an average mutual fund over a longer time horizon with lower volatility.
Capital appreciation over long-term.
The minimum investment in the smallcase that we recommend is INR 3 Lakh.

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Basant Maheshwari Wealth Advisers LLP • SEBI Registration No: INA000018498 • Office No. 701, 7th Floor, Plot – 211, Dalamal Tower, Free Press Journal Marg, Nariman Point, Mumbai – 400021

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Suraj Parekh

Business & Growth at smallcase | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Smallcase Technologies Private Limited does not uphold nor promote any of the views / opinions.

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