BASKETONOMIX
Only for Internal Circulation. Not for clients
Solid Research. Solid Relationship. www.motilaloswalgroup.com 1
Outline
• What are stock Baskets/Basketonomix?
• Features of stock baskets
• Advantages of stock basket
• Stock Baskets performance
• Open baskets
• Business Model for stock baskets
• Mobile and Website Journey through stock baskets
Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com 2
What are Stock Baskets?
• Baskets are expertly curated stocks grouped together based on specified
theme or sector or industry.
• They are crafted to meet various investment goals & risk tolerances.
• We launch on an average 2-3 baskets per month.
Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com 3
Why clients should buy Stock Baskets?
✅ Diversification: Spread across multiple stocks and sectors to reduce risk—poor performance in one stock can be offset by others.
✅ Convenience: Get instant exposure to a theme or sector in one click—no need to buy stocks individually.
✅ Risk Management: Minimize the impact of any single stock's underperformance through broad allocation.
✅ Thematic Exposure: Access curated baskets aligned with sectors (like tech, finance) or themes (like AI, clean energy).
✅ Expert Selection: Backed by MOSL’s seasoned research analysts with a strong performance track record.
✅ Ease of Use: Investors can easily access diversified portfolios without needing extensive market knowledge or research.
Only for Internal Circulation. Not for clients
Solid Research. Solid Relationship. www.motilaloswalgroup.com 4
List of baskets live as on 29th Jul’25
Sr No Reco date Basket Name Basket Return%
1 19-03-2025 First Step Bluechip 15.60%
6 28-05-2025 Capital Market -2.60%
4 17-04-2025 Finrise Basket 3.15%
3 15-04-2025 Dividend yield basket 1.09%
5 23-05-2025 Monsoon technical -4.73%
9 18-06-2025 Smart Electronics -6.66%
8 10-06-2025 India Capex -6.03%
7 02-06-2025 PSU Bank -3.90%
Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
Past performance of Stock Baskets
Month Reco Date Basket Profit/Loss (%) Closed Date
Oct-22 27-Oct-22 Defence 177.7% 29-May-24
Jan-21 27-Jan-21 IT Basket 96.0% 16-Dec-21
Jan-21 21-Jan-21 Tata Consumption 90.9% 20-Apr-22
Jan-22 19-Jan-22 Real Estate 65.3% 12-Mar-24
Nov-20 06-Nov-20 Diwali Picks 52.6% 02-Nov-21
May-22 24-May-22 Powerpack Financials 48.4% 03-May-24
Jan-21 21-Jan-21 Tata Industrial 45.1% 06-Jul-21
Sep-21 20-Sep-21 First Step Mid Cap 44.6% 24-Aug-22
Jul-21 13-Jul-21 Real Estate 43.2% 19-Jan-22
Feb-21 23-Feb-21 PLI Theme 41.3% 27-Jan-22
Jun-23 15-Jun-23 Healthcare & Pharma 40.7% 14-Feb-24
Apr-21 20-Apr-21 Healthcare 38.2% 17-Aug-21
Nov-20 04-Nov-20 Consumption 36.1% 07-Jul-22
Aug-21 25-Aug-21 Sustainable Energy 32.4% 20-Oct-22
Apr-21 15-Apr-21 Metal Basket 31.6% 12-May-21
Mar-21 05-Mar-21 Commodity (Textiles, Sugar & Paper) 28.8% 12-May-21
Aug-21 03-Aug-21 Emerging Stars 25.2% 13-Oct-21
Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com 6
Top Performing Baskets (Profit Booked)
Month Reco Date Basket Profit/Loss (%) Closed Date
Dec-20 30-Dec-20 Clean Energy 23.0% 24-Aug-21
Dec-23 29-Dec-23 2024 Happy New Basket 21.9% 20-Jun-24
May-21 14-May-21 Monsoon 21.1% 06-Jul-21
Jul-22 07-Jul-22 Consumption 20.1% 11-Oct-23
Nov-23 06-Nov-23 Diwali Picks 2023 19.8% 28-May-24
Jan-21 28-Jan-21 Home Ecosystem 18.6% 27-Jan-22
Mar-24 06-Mar-24 Niveshak Naari Basket 16.7% 19-Jun-24
Mar-23 16-Mar-23 High Dividend Yield 14.8% 07-Sep-23
Jun-21 07-Jun-21 Dividend Yield 14.5% 26-Jul-22
Feb-24 08-Feb-24 Oil & Gas Basket 14.0% 04-Jul-24
Nov-20 11-Nov-20 Consumption Revival Basket 13.4% 02-Dec-20
Nov-20 11-Nov-20 Technical High Gains Basket 13.0% 18-Dec-20
Nov-21 09-Nov-21 Capital Goods 11.4% 01-Aug-22
May-22 18-May-22 Monsoon Basket 11.0% 25-Jul-22
Dec-20 08-Dec-20 Home Ecosystem Basket 11.0% 18-Jan-21
Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com 7
Current Baskets live on platform
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Basketonomix – Mobile Journey
Go to Home Page Click on Basketonomix
Pop up will open explaining stock baskets
Click on explore now
Solid Research. Solid Relationship. www.motilaloswalgroup.com
Only for Internal Circulation. Not for clients
Basketonomix – Mobile Journey
Explore Click on Read description of basket
interested basket--> and constituents. Add Fund
eg. First Step Blue via UPI (GPAY or Phone Pe)
chip or Add funds via other UPI
ID
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Solid Research. Solid Relationship. www.motilaloswalgroup.com
Only for Internal Circulation. Not for clients
Basketonomix – Dealer Module Journey
• Go the above terminal and click on Stock Basket
• Upon clicking on stock basket pls. mention the client code and
then click search
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Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
Basketonomix – Dealer Module Journey
• Upon putting the client code the advisor needs to enter password of
his terminal ID
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Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
Basketonomix – Dealer Module Journey
• The BASKETONOMIX page will open once the client code is put.
Click on explore now to view further.
• Explore now button will come in the second scroll.
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Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
Basketonomix – Dealer Module Journey
• The BASKETONOMIX page will open once the client code is put.
Click on explore now to view further.
• Explore now button will come in the second scroll.
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Solid Research. Solid Relationship. www.motilaloswalgroup.com
Only for Internal Circulation. Not for clients
Basketonomix – How to Sell?
• Clients can sell Baskets from Portfolio section where we are showing third option called BTX
• Client needs to click on sell and baskets will be sold. All stocks in the basket will be sold at one go
• Clients who has invested in older baskets will need to sell it from the portfolio section.
• For selling the older baskets the client needs to first check the basket which he bought and the constituents of it
• If the advisor and client is unaware of the constituents than we will be able to give them the constituents via Email.
The steps to check before selling older baskets are
1. The client must hold the stock in his portfolio as we have seen multiple times the clients has sold the share previously
2. The client can directly sell it from the portfolio section
3. The new platform doesn’t show the older baskets as we have introduced a new back end platform.
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Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
THANK YOU
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Solid Research. Solid Relationship. Only for Internal Circulation. Not for clients www.motilaloswalgroup.com
