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Omni Bharat Defence

Managed by Omniscience Capital

Fee Based

Minimum Investment Amount

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

₹ 42,974

Defend Bharat with an attacking portfolio.

Min Investment

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

₹ 42,974

3Y CAGR

81.06%

Performance

Current value of ₹ 100 invested once at launch

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

High Volatility

2.18x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Growth
Value

+1 more

Comparable Index

Comparable Index

Equity Large & Mid 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
18quarterly
Last RebalanceNext Rebalance
Apr 21, 2024Jul 21, 2024

About the smallcase

RATIONALE:

  • At $73 billion, India has the third largest defence budget in the World. (Source: Stockholm International Peace Research Institute).
  • The DPEPP 2020 plans to raise the domestic production from INR 80,000 crores to INR 175,000 crores and exports of INR 35,000 crores by 2025.
  • This curated portfolio provides exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc.


VIDEOS:


NOTE:

  • LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.
  • SIP: For a lower starting amount, do an SIP of INR 10K per month.
  • Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.
  • To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz., @OmniScienceCap and @OmniScience_IN Twitter handles, @OmniScience Capital and @OmniScience smallcase LinkedIn pages, @OmniScienceCapital page on Facebook and @OmniScienceCap handle on Instagram.


DISCLAIMER:

Launch Date

Jan 7, 2021

Subscription Fees

5,900/6m

Factsheet

Download key points for this smallcase

Omni Bharat Defence

See all plans and benefits

Omni Bharat Defence

About the Manager

Omniscience Capital

Manages 48 smallcases

Omniscience Capital

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

SEBI Registration No: INA000007623

Disclosures
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