Weighted Category Average

Funds were shortlisted using a multi-layered evaluation framework. We assessed:<ul><li>Fund's core strategy and consistency of execution.</li><li>Fund manager track record.</li><li>Expense ratio and portfolio turnover.</li><li>Long-term performance and risk-adjusted returns (Sharpe ratio, rolling returns).</li></ul>We focused on consistency and process rather than short-term outperformance.

Stock selection is our core strength. We ranked the entire universe of Indian listed stocks, the same universe from which mutual funds construct their portfolios. Each stock was evaluated across 18 parameters covering historical performance, competitive positioning, financial strength, valuation comfort, and forward growth outlook.

Finally, we combined our independent stock scores with mutual fund evaluations.

This smallcase will be rebalanced on an as-needed basis

Roadmap to 25 Lacs Model

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Invest if your target investment value is ₹25 Lacs.

Roadmap to 25 Lacs Model

Overview

Funds & Weights