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Basant Maheshwari PMS


Key Portfolio Attributes

Fund Manager Name: Mr. Basant Maheshwari

Fund Manager Qualification: Commerce graduate from St Xavier's College Kolkata and is also a Cost Accountant

Fund Manager Experience:

As a full time equity investor, Basant brings with him 22 years of experience in stock market investing. He has had a history of identifying several multibaggers over the past decade prominent ones being Pantaloon Retail, TV18, Trent, Page Industries, Titan industries, Hawkins Cooker, Gruh Finance and Repco Home Finance.

Investment Objective

Invest in companies that have a predictable stream of earnings; operating in sectors that have a tailwind behind them. The focus is on IDENTIFYING THE NEXT BIG TREND. Creating a concentrated portfolio of such high quality sector leaders.

Investment Strategy/Philosophy

• Invest in business with predictability of earnings from sectors that have tail winds and are poised to be the next big thing
• Big companies aren’t necessary, so long as small remains beautiful and the portfolio construct thus remains largely Multi-cap
• Businesses that grow through cash flow and maintain sustainable profitability over longer periods of time
• Quality and intent of management indicated through – equity holdings of the promoters in the company, dividend payouts and accounting practices.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions