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PMS
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Equity
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Multi Cap
Basant Maheswari - Equity Fund
Fund size
₹254 Cr
IRR
Since inception
15.03%
3Y return
16.16%
Fund age
10 yrs 8 mo
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Fund Manager
Basant Maheshwari
Fund Manager, Basant Maheshwari Wealth Advisers
As a full time investor he brings with him 28 years of experience in stock market investing. He is a commerce graduate from St Xavier’s College, Kolkata and is a Cost Accountant. He has had a history of finding several multi-bagger stocks over the past decade, prominent one’s being Pantaloon Retail, Page Industries, Titan Industries, Hawkins Cooker, Gruh Finance, Repco Home Finance, Canfin Homes, Bajaj Finance and Avenue Supermarts. He is also an author of the bestseller book “The Thoughtful Investor”- A Journey to Financial Freedom through stock market investing. In 2006, he found an online portal www.theequitydesk.com a platform where investors discussed investing ideas and thoughts. From 2011 to 2015, he ran a very successful stock advisory services firm titled “Basant’s Corner” which had over 500 subscribers. Since February 2016, he has been working as a Co-founder and Fund Manager at Basant Maheshwari Wealth Advisers LLP, a SEBI registered Portfolio Management Service (PMS). The fund has assets under management of more than 300 crores and has received various accolades and awards for its superlative performance. He is a regular commentator on various media channels like CNBC TV18, ET Now, NDTV Profit, Bloomberg Quint, CNBC Awaaz and Zee BusinessThe March 2013 issue of Readers Digest featured him as part of their lead story titled “Secret of Self Made Millionaires”
Managing AUM
₹254 Cr
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Basant Maheswari Equity
—
5.89%
4.62%
16.16%
6.75%
15.03%
Nifty 500
−8.38%
17.41%
13.04%
25.15%
13.49%
11.41%
Excess over benchmark
—
−11.52%
−8.42%
−8.99%
−6.74%
3.62%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
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