Investment Baskets

Invest in iBaskets to achieve your financial goals

Investment Basket is an easy way to invest in stocks. Choose from a range of Investment Baskets to fulfil your financial goals.

Investment Baskets

Invest Wisely in The Equity Markets

At investmentz.com, we offer a set of baskets to meet your investment needs. Each basket is customized to provide assured equity & debt exposure through a portfolio of stocks, Mutual Fund, ETF, and other asset classes.

These baskets are monitored by our team consisting equity & debt specialists, who can help you to make disciplined investments aligned to your financial goals. The baskets are constructed to suit different types of investor risk profiles.

What are ACEs?

ACE is the supernormal stock basket designed by the ACMIIL market experts through a scientific investing framework. ACEs are developed to match different types of investors with different risk appetites. 

Why do I need Aces?

Many investors, especially beginners, invest in the equity market based on poor research, stock tips- which are unethical elements of investing. The net result can be unpredictable, providing optimum returns.

Safety

ACEs include stocks through the scientific investing framework process. The safety element thus becomes high. Ibasket, just like any other equity investment, is subjected to market risk.

Liquidity

In ACEs, liquidity is high because often traded stocks are included in the basket. Equities in the basket available are for the long-term duration, i.e., a minimum of three years.

Our Performance

ACMIIL's ACES Date of Inception 1 M 3 M 6 M 1 Y Since Inception
ACE - LARGECAP May 15, 2020 8.08% 2.64% 10.19% 29.66% 54.33%
Benchmark (BSE 100) 1.77% -1.43% 10.09% 25.00% 45.99%
ACE - MIDCAP May 20, 2020 7.04% 16.12% 27.63% 69.75% 83.83%
Benchmark (BSE Midcap) 1.14% -1.12% 10.80% 39.18% 59.61%
ACE - SMALLCAP May 26, 2020 7.55% 14.58% 20.63% 72.26% 103.06%
Benchmark (BSE Smallcap) 5.44% 4.90% 16.75% 62.77% 82.53%
ACE - Power March 24, 2021 1.65% -6.13% -2.38% - 8.61%
Benchmark (BSE Midcap & Smallcap) 4.88% 3.50% 15.56% - 36.32%
ACE - Bullet Train March 22, 2021 -0.13% 3.98% 6.17% - 21.12%
Benchmark (BSE Smallcap) 5.44% 4.90% 16.75% - 42.87%
ACE - Super Dividend March 24, 2021 1.78% -6.94% -0.82% - 13.20%
Benchmark (BSE Midcap & Smallcap) 4.88% 3.50% 15.56% - 36.32%
ACE - Bharat Defense March 22, 2021 1.47% 3.64% 9.97% - 20.52%
Benchmark (BSE Smallcap) 5.44% 4.90% 16.75% - 42.87%
ACE-Digital Transformation October 29, 2021 11.84% - - - 20.84%
Benchmark (BSE 500) 2.29% - - - -0.75%

All Performance above are as of 31st Dec 2021. Performance up to 1 Year is absolute and above 1 Year is CAGR. (Disclaimer )

Stock Selection Methodology

stock-selection

Scientific Investing

Capital Destroyer

Unstable Business, Bankruptcy prone Balance Sheet

Capital Eroder

Destruction Capital Allocation

Capital Imploder

Overvalued Market Prices

Capital Compounder

Supernormal Companies Supernormal Price

investment-basket

Investment Basket FAQs

1. As a Investment basket investor, why do you need to have a second/ additional Demat account?

An investor cannot sell individual stocks from the basket. An investor can exit from the entire stock basket/s anytime but they are not allowed to exit from the selected stock/s from the basket. To remain invested in the stock basket and to ensure more efficient management and differentiation of stocks in which the investor has invested on his own and the investment that he has made in the stock basket, the investor needs to open a separate Demat account for the stock basket investment.

2. Is there a minimum lock in period for holding a basket?

No. However the shares are selected based on long term duration i.e. at least 3 years. So it is advisable to stay invested for a period of 3-5 years

3. Will there be any additional Demat account charges?

No charges will be applicable on another Demat account. Investor- new and existing ones can operate 2 Demat accounts- one account to manage their investments and another to manage stock basket investment.

4. Does an investor have a right to decide which stock should be in the basket?

The stocks in the basket will be as per the discretion of the ACMIIL. Our team of equity experts would review these stocks from time to time. If one stock is not performing well, our team may replace it with a stock which in our team’s view is one of the best performing securities in the market. This again will be at the discretion of ACMIIL. But the investor has the option to create a basket of his own.

5. What is a bank mandate?

In a bank mandate, a third party will be authorized to debit a specific sum from your bank account during regular intervals. By submitting a mandate form, you authorize your bank to conduct an auto-debit transaction. In this transaction, the specified amount is drawn from your savings account on predetermined dates. The drawn amount is then invested by way of SIPs in the stock basket you want to invest in. This will be the case if the investor chooses the SIP way to invest in the stock basket. Hence, bank mandates facilitate investments in the most hassle-free, paperless, and convenient manner. Concerning the bank mandate, we will need 20% more mandate for the entire basket amount. This is because of the fluctuations in the stock price. Please note it is compulsory to have a bank mandate for Stock Basket investment

6. What is Investment Basket SIP?

Investment Basket Systematic Investment Plan (SIP) is a method of investing in any basket, wherein an investor invests a fixed amount of his choice at regular intervals. It is advisable to start an SIP so that there is regular saving habit and you can also average the price by buying during different points of time in the market.

7. How frequently will Investment Baskets be replaced?

Stocks are not frequently replaced, but they are frequently monitored. Stocks are replaced if a company is not performing on anticipated growth plan expected during the time of investment.

8. Do I get dividends of the companies in my Investment basket directly transferred to my bank account?

Yes. As the shares purchased using the Stock Basket App will be in your DEMAT account, you will receive all the dividends directly in your linked bank account.

Other corporate actions such as Bonuses, Splits will also be adjusted automatically in your DEMAT account. The Basket profits or returns would include any dividends, benefits received out of corporate actions.

Investment Basket - Terms and Conditions

  • As per the schedule I commercial terms- the client has to pay the total fees incurred on the provided rates.
  • The Basket profits or returns would include any dividends, benefits received out of corporate actions.
  • All the costs, fees, charges as per schedule I and expenses of whatsoever nature incurred by us in connection with the acquisition, holding, sale and transfer, in respect of the dematerialized state charges of the Depository Participant, in respect of Securities shall be paid by the Client.
  • It is important for the investor to open a separate depository participant account for the for ibasket investment. No Demat charges will be applicable on another Demat account.
  • Investor- new and existing ones are allowed to operate 2 Demat accounts- one to manage ibasket and another account to manage personal investments.
  • ACMIIL will invest your money to the price close to the basket amount. Any surplus left during the investment course, based on the investor's choice- either the surplus amount will be invested in another investment product or return to the investor
  • The stocks in the basket will be as per the discretion of the ACMIIL. We would review these stocks from time to time, and the rebalancing would be done (if any), of the stocks in the basket, which will be at the discretion of ACMIIL.
  • You are free to exit basket wise or exit from all basket at any point of time. No investor can selectively exit from certain stocks or add any particular stock in the iBasket.
  • Concerning the bank mandate, we will need 20% more mandate of the entire basket amount. This is because of the fluctuations in the stock price. Please note bank mandate is compulsory in iBasket.
  • The client agrees that in case of any dispute, the claim and/or disputes will be referred to arbitration as per the Rules, Bye-laws and Regulations of the Stock Exchange where the trade is executed and the circulars/notices issued there under as may be in force from time to time.
  • I have understood that Investment in securities market is subject to market risk, read all the related documents carefully before investing. Past performance is not indicative of future performance and future results.
  • I have understood the Investment basket fees terms and other financial conditions and the clarifications required by me. I understand that the investment in Equity basket is subject to risk associated with equity investments. I have understood the investment process and other aspects of the product.
  • I hereby agree to participate.
terms and condition

Commercial Terms (Fees Structure)

Investment Basket Fees Structure For Our Recommended Baskets

Heads Fees
Power of Attorney Franking Charges INR 100
Account Opening Charges INR 100*
Buy Brokerage NIL
Buy Maintenance Charge Approx Basket Value: 15,000 (INR 100 per basket charged quarterly on rolling basis in advance. Total 400 per year, per basket)
Approx Basket Value: 10,000 (INR 60 per basket charged quarterly on rolling basis in advance. Total 240 per year, per basket)
Approx Basket Value: 5,000 (INR 30 per basket charged quarterly on rolling basis in advance. Total 120 per year, per basket)
DP Sell - Charges INR 15 per ISIN
Sell Brokerage 0.3% on transaction value

Note: Second Demat AMC is Free. Government tax and other agencies transaction charges are applicable. Fees are not refundable. Bank mandate is compulsory.

*Note: Account Opening Charges are for New Clients only.

Investment Basket Fees Structure For Creating Your Own Basket

Heads Fees
Power of Attorney Franking Charges INR 100
Basket Creation Charges (Per Basket) INR 100
Account Opening Charges INR 100*
Order Execution Charges (Buy & Sell) 0.3% on Transaction Value
DP Sell Charges INR 15 per ISIN

Note: Second Demat AMC is Free. Government tax and other agencies transaction charges are applicable. Fees are not refundable. Bank mandate is compulsory.

*Note: Account Opening Charges are for New Clients only.