Quant-driven mutual fund portfolios designed to outperform through Systematic Approach.
Investment Rationale
Recommended Investment Duration: 3 to 5 Years
This portfolio is a rule-based allocation across selected smallcap mutual funds, designed using a systematic price-driven selection framework developed by Compounding Wealth Advisors LLP.
The strategy invests in 4 to 5 smallcap mutual funds across asset management companies, selected through a quantitative model that uses price as the primary factor for identifying stronger funds within the category.
The underlying model continuously tracks relative price behaviour across the smallcap mutual fund universe and seeks to allocate towards funds demonstrating superior strength, while avoiding funds showing relative weakness.
The portfolio is reviewed frequently, while rebalancing is undertaken only when required, based on changes in relative strength across selected funds. This approach aims to balance responsiveness with lower unnecessary churn.
The strategy follows a disciplined framework that reduces dependence on any single fund and believes in selective diversification across well-positioned smallcap funds.
By combining multiple funds through a rule-based process, the portfolio aims to create a stronger and more resilient smallcap allocation for long-term wealth creation.
Performance
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About the Manager
Min. Amount
₹ 20,000
Minimum Investment Amount
It is the least amount required to invest in all constituents of this smallcase as per the weights
₹ 20,000
Get access for ₹2124/1y
Get access for ₹2124/1y