Weighted Category Average

All actively managed smallcap mutual funds under direct growth plans, with a minimum operating history of three years, form part of the selection universe.

The portfolio is constructed through a model-driven process that seeks to ride stronger funds and exit weakening funds based on relative price movement.

&nbsp;For fund screening, the proprietary system evaluates all eligible smallcap mutual funds in the defined universe. The process focuses on relative price strength to identify funds that qualify under the rule-based allocation framework.

The initial allocation is spread across 4 to 5 selected funds. The framework does not trim winning allocations, allowing stronger funds to naturally command a larger share of the portfolio as relative performance evolves.

This smallcase will be rebalanced on an as-needed basis

CWA Smallcap Fund Picks Quant

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Quant-driven mutual fund portfolios designed to outperform through Systematic Approach.

CWA Smallcap Fund Picks Quant

Overview

Funds & Weights