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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 — our advisory team can guide you on investing directly with the fund house, and we provide ongoing monitoring and rebalancing alerts as part of your broader portfolio review.
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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