Invest in pre-packaged stock portfolios in an instant. This unique offering is suitable for any individual who are looking to capitalize on the potential of Indian markets but do not have the necessary expertise, time or resources to do so.
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Frequently Asked Questions ( FAQ’s)
The minimum amount to start investing the stock basket is 3 Lakhs. There is no maximum amount limit. But Minimum top up should be Rs. 2Lcs or above.
The amount should be with SMIFS itself so that you can invest in the stock basket.
Yes, eNACH mandate needs to be submitted so that the management fee can be debited directly from bank account.
The fee is 2.5% p.a. It will be charged upfront on pro rata basis, quarterly.
Then the fee will be charged on pro rata based on the number of days you were invested in the basket.
No, you can see the stocks only when you invest.
Yes, The stocks will be visible in your DP, With SMIFS.
To see the performance of stocks in your portfolio linked to the stock basket, you need to login into your value stocks account.
No, there is no lock-in period. However, it is advised to stay invested for minimum 1 year & Above to get better results.
For now, if you want to activate stock basket feature, then you need to send a mail at value.investment@smifs.com. Later on, you can directly visit the value stocks website to invest in stock basket by logging into SMIFS Website.
No, you have to login to SMIFS Website to invest in Value Stock Portfolio basket.
No, you can need the sell the entire portfolio by logging into your A/C to redeem your stocks. Partial redemption or profit booking is not feasible, As of Now.
The basket scripts are pre-defined with weightage, hence you cannot invest in stocks of your choice.
The stock basket is rebalanced on a quarterly basis.
No, there are no exit charges.
The brokerage charged will be based on your current tariff plan with SMIFS.
The first time minimum investment is 3 lakhs. After that, the minimum amount which can be invested as top up is 2 lakhs.
There is no difference, it is an Investment Product, through Stock Advisory.
The factsheet is updated after rebalancing on a quarterly basis.
It is strongly advised and emphasized that the securities under value stock investment should not be ideally be pledged as margin pledge.
No, such a feature is not yet available.
No there is no penalty on selling a stock. If you sell a stock, then the return shown will be factored in that transaction and can differ from the actual return of the basket.
The stocks and their weightage along with their entry and exit time is decided by the Value Stocks Research team.
Since this is a delivery based product, MTF is not available for this.
The weightage of the stocks is fixed and can change during rebalancing. You cannot change the weightage from your end.
If you are an investor in the stock basket, then on the day of rebalance you will receive an email of the new rebalance with a link. Click on the link to open the page and click on “Rebalance” to re align your basket, if you want to rebalance.
Absolutely yes.
Yes, it is available. To access the back tested data please drop a mail requesting the same at value.investment@smifs.com.
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