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Data-driven fund selection. Rigorous screening. Ongoing watch.
A mutual fund selected through MavericksWealth's proprietary quantitative screening model — evaluating 200+ data points including rolling return consistency, drawdown profile, risk-adjusted alpha, and manager tenure.
Min. Investment
₹500/month SIP or ₹5,000 lump sum
Risk
Moderate
Benchmark
Category average
Most investors pick mutual funds on 3-year trailing returns — the single worst predictor of future performance. Our screening model filters on rolling returns across 1, 3, 5, and 7-year windows, peer-relative alpha generation, portfolio concentration quality, and fund-size vs. strategy-capacity fit.
How is this different from just picking a 5-star rated fund?
Star ratings are backward-looking and reversion-to-mean effects mean yesterday's 5-star is frequently tomorrow's underperformer. Our model weights rolling consistency, portfolio overlap, and strategy-capacity fit — factors that star ratings ignore.
Can I invest in this fund directly?
Yes. You can invest through MavericksWealth as your registered MFD (AMFI ARN: [ARN-XXXXXX]) and benefit from our ongoing monitoring and rebalancing alerts.
What is the minimum SIP amount?
₹500/month for SIP investments. For lump sum, the minimum is ₹5,000 (varies slightly by fund house).
Investments are subject to market risk. Please read all scheme-related documents carefully. Past performance is not indicative of future results.
Have questions about Quantitatively Identified MF? Mavericks Wealth advisors offer a free 30-minute consultation.
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