INDIA BIG BASKET-Analysis, Review, Return, Holding & Comparison
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INDIA BIG BASKET

High Risk
INDIA BIG BASKET
Issued by:Kristal.AI
Unit Price (NAV) :
Minimum investment: 1 unit
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INDIA BIG BASKET

INDIA BIG BASKET

About Kristal

This Kristal invests in a basket of stocks which are driven by consumer demand. The companies span across industries like Consumer Goods, Automobile, Healthcare etc. The constituents and asset allocation are determined using Kristal's proprietary algorithm which uses a combination of Tracking Error Minimization and Genetic Algorithm in order to formulate a portfolio which closely tracks the Nifty Consumption Total Return Index.

Why Invest ?

India Big Basket is a basket of consumer driven companies. These companies are expected to be stable even in difficult market environments as their primary driver is consumer non-discretionary spending. Investment in this Kristal is expected to grow steadily over a long time horizon.

When to Invest ?

In a volatile market, consumer stocks are expected to perform better as the demand and prices for these products continue to be stable amid uncertain market environments. This strategy is suitable for long-term growth.

ReturnsLifetime4.11%
Returns1Y3Y
This Kristal-13.45%2.55%

Projected Returns

Investment ofper month
gives returns of :
at 2.55% / annum
in 3 years
amount
for a time period of
time1Y3Y
Returns % (CAGR)based on historic returns of 2.55% per annum
+ 2.55%

Scheme Information

Sharpe -0.14
Volatility 16.67%
Max drawdown -19.96%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: None
Notice period of redemption: None
Redemption settlement: 2 business days

Strategy - How is this Kristal managed ?

The investment objective of India Big Basket is to track the performance of Nifty Consumption Total Return Index.

100%
Equity
Consumer Goods
Large-Cap Equities
INDIA BIG BASKET