Omni Bharat Defence
Managed by Omniscience Capital
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 CAGR | Equity Large & Mid 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
37.43
NA
4.52
NA
0.83
NA
25.82
NA
4.41
NA
1.13
Technicals
NA
3.02
NA
0.00
NA
187.11
NA
Pro
NA
Pro
NA
Pro
Relative
NA
169.34
NA
17.66
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
18 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Apr 21, 2024 | Jul 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:
- For regular updates subscribe to our YouTube Channel https://tinyurl.com/5brfbxwt
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
About the Manager
Omniscience Capital
Manages 48 smallcases
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