Wealth Mantra Fund

Wealth Mantra Fund follows a quantitative investment framework focused on investing in leader companies with strong business fundamentals and relatively stable growth characteristics. The strategy emphasizes selection of established companies demonstrating consistent profitability, leadership in their industries and the ability to compound earnings over long investment horizons. The investment process is driven by data driven models where stock selection and allocation are determined through systematic quantitative signals rather than discretionary judgement. The portfolio construction typically holds a concentrated basket of around fifteen to twenty stocks to maintain focused exposure to high conviction opportunities. The strategy seeks companies exhibiting indicators such as strong price momentum, improving profitability and consistent outperformance relative to broader market benchmarks. Examples of such approach include identifying leadership driven transformation in companies such as Mahindra and Mahindra where strategic restructuring and focus on high potential growth segments strengthened long term compounding potential. Allocation decisions follow a quantitative risk management framework where risk per stock is predefined and capital is dynamically allocated based on systematic signals. The approach focuses on building positions in outperforming companies and replacing underperforming securities through predefined exit rules. Sector agnostic. Large cap and mid cap.