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COREGOLD

This document provides a summary of the "Core Box" wealthbasket, which consists of fundamentally strong large, mid, and small-cap companies with a good track record and strong management. Over the past year, the basket has returned 26.51% with a medium risk level. Key metrics show the basket outperforming its benchmark, the Nifty 50 index, over 3 months, 6 months, and 1 year periods. The basket has a total return of 39.56% and total risk of 16% compared to the benchmark's 31.88% return and 17% risk.

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Sanjeev
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38 views5 pages

COREGOLD

This document provides a summary of the "Core Box" wealthbasket, which consists of fundamentally strong large, mid, and small-cap companies with a good track record and strong management. Over the past year, the basket has returned 26.51% with a medium risk level. Key metrics show the basket outperforming its benchmark, the Nifty 50 index, over 3 months, 6 months, and 1 year periods. The basket has a total return of 39.56% and total risk of 16% compared to the benchmark's 31.88% return and 17% risk.

Uploaded by

Sanjeev
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Last Updated: April 13, 2022

Core Box
Return: 26.51 (1Y ABS) RISK: MEDIUM

WealthBasket Description

The Core box consists of fundamentally strong companies having a good track record with strong management capabilities. It includes
large-cap, mid-cap and small-cap companies.

WealthBasket Return Metrics

Index Value: 178.1


WealthBasket Benchmark: Nifty 50
Performance Comparison

Period Basket returns(%) Benchmark returns(%)


3m -0.9 -4.08
6m -2.89 -5.03
1yr 26.87 21.87
Key Statistics

WealthBasket(%) Benchmark(%)
Total Return 39.56 31.88
Total Risk 16.0 17.0
Return/Risk 2.47 1.88
Median Monthly Gain 2.0 0.44
Positive Months 58.33 66.67
WealthBasket Information

WealthBasket Manager: B P Wealth SEBI Registration Number: INZ000176539


Type: DISCRETIONARY Frequency: Adviser Discretionary
Last Rebalancing: 4/10/2021 Next Rebalancing: N/A
Fee: 0 % of AUA for 0 months Minimum Investment: Rs. 50000
Definitions and Disclosures

CAGR

The average year-on-year growth rate of an investment over a number of years. While investments usually do not grow at a constant
rate, the compound annual return smoothes out returns by assuming constant growth.

Index Value

Index value of all wealthbaskets, at inception is set to 100. Subsequently as the fund generates returns, index value is an indicator of
the value created for the investor. For example, a fund with a index value of 300, indicates that an investor who had invested in the fund
at inception, has, to date tripled her investment.
Risk

Risk refers to the volatility in the index value. High risk funds tend to generate higher returns on the investment, while being more
susceptible to incuring higher loses. Low risk funds tend to generate more moderate returns by being less susceptible to losses. Please
head to www.wealthdesk.in to analyze your risk profile.

Rebalancing Frequency

Rebalancing frequency refers to the duration in which the wealthbasket constituents are updated to keep in sync with the underlying
investment strategy.

Disclosure

WealthBaskets are created by SEBI registered Investment Advisers, Research Analysts and Portfolio Managers. Details of these
entities are provided in this fact sheet. All WealthBaskets are a collection of stocks/ETFs, created and curated by the SEBI registered
adviser or research analysts or portfolio manager, based on an underlying research strategy or theme. Investors must exercise proper
due diligence before investing and assess their risk profile and consult with the Investment Advisors before investing. Stocks and ETF
Investing is subjected to market risk. Please visit www.wealthdesk.in for detailed disclosures and terms and conditions. Investors
should assess their risk profile and consult financial advisors if in doubt about whether the product is suitable for them. WealthDesk is a
technology platform that lets customers invest in systematic, modern Investment products previously inaccessible that help you build
long term and short term portfolios in a low-cost, transparent easy manner. Wealthbaskets are created, managed by SEBI registered
Investment Advisors, Research Analysts and Portfolio Managers.

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