About the smallcase

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

  • CWA Large Cap Leaders is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
  • CWA Large Cap Leaders tracks the Nifty 100 Index and Invests in the best suited 20 Stocks of the index.
  • Every stock gets approximately 5% 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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Understand smallcase costs and returns