ARQ Prime is a small case i.e., a collection of stocks. I want to ask how is it and if any one invested in it.
Min Investment: ₹ 49,124
CAGR: 26.22%
Risk: Low
Invests in (updated regularly):
BFSI: 23.35 %
- Sbi Life Insurance Co Ltd7.11
- Icici Bank Ltd6.51
- State Bank Of India5.85
- M&m Fin Services Ltd3.88
IT: 13.70 %
- Hcl Technologies Ltd7.78
- Sonata Software Ltd5.92
Pharma 9.23
- J B Chemicals And Pharma 9.23
Consumer 9.11
Cigarettes 8.93
Air-conditioners7.91
Auto Ancillaries 6.46%
Automobiles 5.69%
- Mahindra & Mahindra Ltd5.69
Cables 5.36%
Construction5.36
Refractories4.90
- Rhi Magnesita India Ltd 4.90
CAGR of 26.22% seems to be good.
Your questions are like - who are Ambani, Adani, and Narayan Murthy, practically or personally we don’t know them then why are we investing?
What do you mean by this - In a mutual fund the corporate actions get reinvested and this gives a compounding effect
I have never got or actually understood how compounding works in Mutual funds. Every day portfolio returns differ. According to you, if there is compounding Rs 1 Lac should have got re-invested after the next day’s returns or next year’s returns and by next year you would have Rs 1.1 lakh invested (assuming you earned 10,000 mutual funds return) but that’s not the case. I am investing in mutual funds for 7 years now and my mutual fund’s investment remains still the same amount that I paid.
SmallCase has criteria for stock selection. They remove under performing stocks and add performing stocks.
People who are hired as mutual fund managers are people with experience and as I see every mutual fund scheme mentions who manages the profile. You can easily view schemes managed by him or not.
Yeah, I am here for the research itself in this forum by looking for the feedback of those users invested in Small Cases. Angel One itself is one of the top brokers in India, some one might have invested and hoping he/she replies.
About mutual funds, I have still not understood how compounding works in mutual funds. As far as I know, compounding is the re-investment of returns earned after a certain period. But I don’t see that happening. Your 1 lac invested remains 1 lac invested even though you are a 10 or 20 years old investor. What works is, according to me, the NAV is an important factor.
