Investment Baskets

Investment Baskets - Invest Wisely in the Equity Markets

At investmentz.com, we offer a set of baskets to meet your investment needs. Each basket is customized to provide assured equity & debt exposure through a portfolio of stocks, Mutual Fund, ETF, and other asset classes. These baskets are monitored by our team consisting equity & debt specialists, who can help you to make disciplined investments aligned to your financial goals. The baskets are constructed to suit different types of investor risk profiles.

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New User?

What are ACEs?

An ACE is a Supernormal stock basket based on the scientific Investing framework to enhance safety and enhancing returns. Each ACE is designed to provide required equity exposure through a stock portfolio of 10-12 different companies ranging from Small/mid-caps to large caps. These ACEs are managed by an Equity specialist team.

Why do I need Aces?

We have observed that many investors are investing directly in the equity market based on poor research, or stock tips which are considered unethical manner of investing. This approach is not only risky but also is guided by emotions and hence, does not help in generating long-term wealth. The net result is erratic and sub-optimal equity returns.

Our Performance

ACMIIL's ACES Date of Inception 1M 3M 6M 1Y Since Inception
ACE -LARGECAP Friday, May 15, 2020 1.19% 12.91% 17.69% 58.66% 88.80%
Benchmark (BSE 100)   1.18% 7.71% 13.54% 47.73% 72.82%
ACE-MIDCAP Wednesday, May 20, 2020 7.75% 27.68% 26.92% 79.16% 118.35%
Benchmark (BSE Midcap)   3.57% 11.67% 25.61% 67.46% 99.82%
ACE-SMALLCAP Tuesday, May 26, 2020 10.31% 31.21% 42.80% 89.46% 174.12%
Benchmark (BSE Smallcap)   6.93% 22.19% 39.42% 97.64% 138.25%
ACE-Power Wednesday, March 24, 2021 4.05% 16.30%     8.90%
Benchmark (BSE Midcap & Smallcap)   5.35% 17.09%     17.96%
ACE-Bullet Train Monday, March 22, 2021 6.31% 2.81%     12.30%
Benchmark (BSE Smallcap)   6.93% 22.19%     22.37%
ACE-Super Dividend Wednesday, March 24, 2021 4.47% 16.12%     11.43%
Benchmark (BSE Midcap & Smallcap)   5.35% 17.09%     17.96%
ACE-Bharat Defense Monday, March 22, 2021 7.75% 12.60%     8.98%
Benchmark (BSE Smallcap)   6.93% 22.19%     22.37%

All Performance above are as of 30th June 2021.

Performance up to 1 Year is absolute.

Disclaimer: Past performance is not indicative of future performance and future results. Above portfolio performances are post fees and Performance computed on model portfolio. The recommendations made by ACMIIL could be those that are based on its own research. Individual returns of Clients for a particular portfolio may vary significantly from the performance of the other portfolios. No claims may be made or entertained for any variances between the performance depictions and individual portfolio performance. Investments in securities market are subject to market risk, read all the related documents carefully before investing.

How to select an Investment Basket?

Based on your risk appetite, you can select a basket. In order to keep it simple we have 3 types of ACE Core Basket namely ACE-LARGECAP, ACE-MIDCAP and ACE-SMALLCAP and 4 types of ACE Thematic Basket namely ACE-Super Dividend, ACE-Power, ACE-Defence and ACE-Bullet Train. This reflects the current market composition. You can also create your own basket of stocks.

Investment Baskets can either be purchased in lump sum or in SIP. It is advisable to start an SIP so that there is regular saving habit and you can also average the price by buying during different points of time in the market.

Our Stock Baskets

ACE-Largecap - Approx Basket Value: INR 15000

  • Supernormal portfolio is created from the large-cap universe of Top 100 stocks.
  • The large-cap universe is a reflection of the Indian economy as it accounts for nearly 50% of the organized GDP of India.
  • 8 to 12 Supernormal companies are available at Supernormal Prices and are regularly monitored as well as realigned by our equity specialist team.

ACE-Midcap - Approx Basket Value: INR 15000

  • Supernormal portfolio is created from the Mid-cap universe of next 150 stocks beyond the top 100 stocks.
  • The midcap universe offers exposure to stocks which are next level industry leaders from a wide range of Industries.
  • 8 to 12 Supernormal companies are available at Supernormal Prices are regularly monitored and realigned by our equity specialist team.
  • Midcap Portfolio can have higher volatility compared to Largecaps.

ACE-Smallcap - Approx Basket Value: INR 15000

  • SuperNormal portfolio is created from the Small cap universe beyond the top 250 stocks.
  • The Small cap universe offers exposure to upcoming companies in their respective industry.
  • 8 to 12 Supernormal companies are available at Supernormal Prices and are regularly monitored and realigned by our equity specialist team.
  • Small cap Portfolio can have significantly higher volatility compared to Large/Mid caps

ACE - Super Dividend- Approx Basket Value: INR 5000

  • Global central banks and RBI policies to cut rates and focus on growth has created a low yield environment for Fixed Income Investors. However, investors can invest in companies with high and sustainable dividend yields comparable or higher than fixed income returns.
  • Investors should focus on companies with strong balance sheets, persistent competitive advantages and are available at a discount to intrinsic values
  • The SuperNormal portfolio currently sports a high dividend yield. Further, the companies could grow and their dividends would grow as well.
  • Portfolio can have significantly higher volatility as it is concentrated and restricted to limited sectors and industries.

ACE - Power- Approx Basket Value: INR 5000

  • India is expected to overtake China as the largest energy growth market during the 2020s. The NIP has targeted INR 24 lakh Crores towards power infrastructure, both renewable and conventional by 2025.
  • The biggest beneficiaries will be the nodal power finance companies with a potential revenue growth of 15% over the next decade.
  • Portfolio can have significantly higher volatility as it is concentrated and restricted to limited sectors and industries.

ACE - Bharat Defence- Approx Basket Value: INR 10000

  • According to Stockholm International Peace Research Institute, with $91 billion annually, India has the third largest defence budget in the World. Current domestic production is around INR 80,000 crores. The DPEPP 2020 plans to raise this to INR 175,000 crores and exports of INR 35,000 crores by 2025.
  • The way to take exposure is via a curated portfolio of defence companies with strong technology moats, such as, torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc
  • Portfolio can have significantly higher volatility as it is concentrated and restricted to limited sectors and industries.

ACE - Bullet Train- Approx Basket Value: INR 10000

  • India has more than 7 high-speed rail (popularly termed Bullet Train), 6 Regional Rapid Transportation Systems (RRTS) rail corridors and more than 30 metro projects under plan with many more proposed. Several of these are operational or under construction. This is a very large, multi-decadal opportunity.
  • Total railway infrastructure opportunity in the National Infrastructure Pipeline is INR 14 lakh crores over next 5 years. An exposure can be taken in railway consulting & EPC companies, and related capital equipment companies.
  • Our focus is on companies with strong balance sheets, large order books and a history of 15%-30% growth rates.
  • Portfolio can have significantly higher volatility as it is concentrated and restricted to limited sectors and industries

How to invest in basket?

Open an account with us, Register a mandate for SIP and our website will offer user-friendly link to purchase the basket. Subsequent purchases of SIP are made automatically by us.

Safety

There is a higher element of safety since there is a scientific process involved in selecting the basket stocks. However just like any other equity investments it is subject to market risk.

Stocks are not frequently replaced, but continuous monitoring and replacements are done if a company is not performing on anticipated growth plan expected during the time of investment.

Liquidity

High liquidity occurs because frequently traded stocks are selected. However the shares are selected based on long term duration i.e. at least 3 years.

Stock Selection Methodology

Investment Basket FAQs

An investor cannot sell individual stocks from the basket. An investor can exit from the entire stock basket/s anytime but they are not allowed to exit from the selected stock/s from the basket. To remain invested in the stock basket and to ensure more efficient management and differentiation of stocks in which the investor has invested on his own and the investment that he has made in the stock basket, the investor needs to open a separate Demat account for the stock basket investment.

No. However the shares are selected based on long term duration i.e. at least 3 years. So it is advisable to stay invested for a period of 3-5 years

No charges will be applicable on another Demat account. Investor- new and existing ones can operate 2 Demat accounts- one account to manage their investments and another to manage stock basket investment.

The stocks in the basket will be as per the discretion of the ACMIIL. Our team of equity experts would review these stocks from time to time. If one stock is not performing well, our team may replace it with a stock which in our team’s view is one of the best performing securities in the market. This again will be at the discretion of ACMIIL. But the investor has the option to create a basket of his own.

In a bank mandate, a third party will be authorized to debit a specific sum from your bank account during regular intervals. By submitting a mandate form, you authorize your bank to conduct an auto-debit transaction. In this transaction, the specified amount is drawn from your savings account on predetermined dates. The drawn amount is then invested by way of SIPs in the stock basket you want to invest in. This will be the case if the investor chooses the SIP way to invest in the stock basket. Hence, bank mandates facilitate investments in the most hassle-free, paperless, and convenient manner. Concerning the bank mandate, we will need 20% more mandate for the entire basket amount. This is because of the fluctuations in the stock price. Please note it is compulsory to have a bank mandate for Stock Basket investment

Stock Basket Systematic Investment Plan (SIP) is a method of investing in any basket, wherein an investor invests a fixed amount of his choice at regular intervals. It is advisable to start an SIP so that there is regular saving habit and you can also average the price by buying during different points of time in the market.

Stocks are not frequently replaced, but they are frequently monitored. Stocks are replaced if a company is not performing on anticipated growth plan expected during the time of investment.

Yes. As the shares purchased using the Stock Basket App will be in your DEMAT account, you will receive all the dividends directly in your linked bank account.

Other corporate actions such as Bonuses, Splits will also be adjusted automatically in your DEMAT account. The Basket profits or returns would include any dividends, benefits received out of corporate actions.

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