Nifty 500 Index

BM Vision 2030 Smallcase

The BM Vision 2030 Smallcase follows a research-based fundamental approach to invest in high-quality businesses with strong growth potential in the medium to long term horizon.

Rather than seeking undervalued stocks, the strategy focuses on businesses that, through their expansion, render their valuations attractive over time.The portfolio deliberately avoids illiquid small-cap stocks to ensure ease of entry and exit, likening such investments to the dilemma of Abhimanyu—easy to enter but challenging to exit.&nbsp;

This approach aims to outperform the Nifty midcap benchmark through strategic stock selection and disciplined weighting.

Comprising a concentrated selection of 12-15 stocks across various sectors and market capitalizations.

This smallcase will be rebalanced on an as-needed basis

BM Vision 2030 Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

This portfolio will participate in the megatrends that have and will emerge over the next decade.

BM Vision 2030 Fundamental

Overview

Stocks & Weights