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Basant Maheshwari BMW Multi Cap

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a Recommended Fund: The fund performance has been weak over the past 5 years.

IME Strategy Rating

Concentrated Multi-cap Strategy: The equity fund invests in companies that have a predictable stream of earnings, operating in sectors that have a tailwind behind them. The focus is on identifying the next big trend. creating a concentrated portfolio of high quality sector leaders.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Basant Maheshwari BMW Multi Cap

Type: Flexi Cap | GARP | AUM (326.1 cr) | Inc Date (17 Feb 2016)

Basant Maheshwari Wealth Advisors Equity Fund- Investment Strategy

Equity Fund aims to invest in businesses that have a predictable stream of earnings, operating in sectors that will lead to growth. The focus is to identify the next big trend. This is a concentrated portfolio of high quality sector leaders. 

Trailing Performance

1yr 3yr 5yr Since Inception
Basant Maheshwari BMW Multi Cap 36.9 7.7 16.4 17.4
S&P BSE 500 TRI 38.9 21.1 22.5 19.3
Alpha over Broad Mkt BM -2 -13.4 -6.1 -1.9
Nifty 500 37.9 19.9 21.1
Alpha over Category BM -1 -12.2 -4.7

Performance as of: 31-Jul-24 | Inception Date: 17-Feb-16

Fund Managers

Basant Maheshwari | 4-star rated FM

Founder & CIO | 18 yrs Experience | 9 yrs at current firm

Past Experience: TheEquityDesk.com (Founder)

Basant Maheshwari is a self-taught full-time investor, who founded a popular investor blog (theequitydesk.com) while also managing his own personal investments. He launched Basant Maheshwari PMS in 2015.

AMC

AMC: Basant Maheshwari PMS (click link for detailed AMC review)

Not a top recommendation due to lack of long term credentials: While Basant Maheshwari is a known & seasoned investor, there is a difference in the way 3rd party money and personal money is managed. A lack of publicly available portfolio information, generic investment philosophy and the relatively short tenure of the PMS make it difficult to take a clear call on whether this is a good PMS to invest in. We do not recommend Basant Maheshwari PMS at this time, preferring to wait a bit until it has established a clear longer-term track record and also an increased level of public disclosures.

AMC Rating

3 of 5 stars

AMC Pedigree

2 of 5 stars

AMC Size

2 of 5 stars

Team Pedigree

3 of 5 stars

Inv Philosophy

3 of 5 stars

Performance

2 of 5 stars

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.

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