
APNA STAYVAN
Managed by Stayvan
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 590
One investment for all market conditions. Works for everyone.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 590
3Y CAGR
52.57%
Performance
Current value of ₹ 100 invested once at launch
smallcase CAGR | Equity Small Cap CAGR |
---|---|
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
Fundamental
NA
-9.55
NA
1.40
NA
6.05
NA
21.75
NA
3.09
NA
0.87
Technicals
NA
1.90
NA
2.67
NA
36.64
NA
Pro
NA
Pro
NA
Pro
Relative
NA
13.69
NA
0.94
NA
Pro
NA
Pro
NA
Pro
NA
Pro
PortfolioSee detailed constituents
Key details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
11 | Need Basis |
Last Rebalance | Next Rebalance |
---|---|
May 23, 2023 | Need 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
₹ 1,499/3m
Factsheet
Download key points for this smallcase
About the Manager
Stayvan
Manages 5 smallcases
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