Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 2,29,092

Get access for ₹4720/3m

Get access for ₹4720/3m

Overview

Stocks & Weights

About the smallcase

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.

  • CWA All Cap 35 is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
  • CWA All Caps 35 tracks the Nifty Total Market Index and invests in the best suited 35 Stocks of the Index
  • Every stock gets approximately 3% allocation at the time of entry
  • Portfolio rebalancing shall be done on a weekly basis
  • We aim to ride our winners and cut our losers short
  • We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing.
  • Systematic investing removes dependency on any particular stock and believes in selective diversification
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Live Performance

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About the Manager

Compounding Wealth Advisors

Manages 6 smallcases
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SEBI INA000011219

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Investment Advisor The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients. Our vision is to compound our clients' wealth significantly over a long period of time. Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Quantitative
Technical
+1 more strategy

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 2,29,092

Get access for ₹4720/3m

Get access for ₹4720/3m

smallcasesCWA All Caps 35