Weighted Category Average

Continuing with our milestone-based philosophy, we chose a focused and disciplined selection approach. Instead of offering 10 to 12 funds and hoping a few deliver, we deliberately selected a limited number of high-quality funds. The idea is simple: a clutter-free portfolio that is easy to track and reduces unnecessary churn. Lower churn also means lower tax impact at the time of exit.

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 dual-layer filtering helped us arrive at a refined list of funds that align with both quality management and strong underlying businesses.

This smallcase will be rebalanced on an as-needed basis

Roadmap to 5 Crore Model

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Roadmap to 5 Crore Model

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