About the smallcase

The objective of the Megatrends smallcase would be to endeavor to generate alpha & superior risk adjusted returns for investors over the long term.


CHARACTERISTICS


· Benchmark agnostic diversified collection of 20-25 stock ideas


· Fundamental based ideas picked via a bottom-up approach


· Investment universe predominantly within Top 500 companies by market cap


· Select exposure in smaller companies to generate additional alpha


· Megatrends: This strategy will focus on stocks within sectors which are in a long-term megatrend. They include FinTech, Music Streaming, Electric Vehicles, Affordable Housing, Digital Transformation, Cloud Computing, CDMO/CRAMS, Specialty Chemicals, etc. 


· This smallcase is long-term in nature and it is recommended only for subscribers who have an investment horizon of at least 10 years. Stellar Wealth will always prioritize longevity of healthy returns over short-term high returns.


· We suggest a minimum investment of 5-10 lakhs in this smallcase (lumpsum or over a period) for the fees to make economic sense.


· The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing & focus on process.


· The founder has endured multiple bull & bear markets and has extensive experience of over 15 years in investing in the Indian markets.

Know how this smallcase was created

Download key points of this smallcase

Past Performance vs 

1m3m6mmax
Current value of ₹ 100 invested once
at launch

Nov 23, 2021

would be
Stellar Wealth Megatrends
₹ 83.80
Equity Smallcap
₹ 81.81
Dec2022FebMarAprMay859095100105110

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.