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APNA STAYVAN

Managed by Stayvan

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 11,843

Dipen Shah (25yrs exp) (SEBI = RA)'s unique price based strategy for Lumpsum + Sip invest and exit

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 11,843

3Y CAGR

56.83%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Large Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
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1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.64x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Quantitative
Comparable Index

Comparable Index

Equity Large Cap

Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated

Key Metrics

Key details about smallcase portfolio

ConstituentsRebalance Frequency
13Need Basis
Last RebalanceNext Rebalance
Apr 26, 2024Need Basis

About the smallcase

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest.


  • Trusted by over 10,000+ subscribers and growing by being no. 1 in under Rs. 2,000/- minimum amount investment category.


  • This smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.


  • Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.


STAYVAN's SIP unique strategy explanation :


  • Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.


  • Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.


  • Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.


  • Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.


These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.

Launch Date

Oct 24, 2020

Subscription Fees

2,249/3m

Factsheet

Download key points for this smallcase

APNA STAYVAN

See all plans and benefits

APNA STAYVAN

About the Manager

Stayvan

Manages 5 smallcases

Stayvan

Dipen Shah with his more than 18 years of market experience has designed 20 strategies with 100% potential to outperform markets.

SEBI Registration No: INH000006077

Disclosures
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