All Weather Equity
The Only Equity Mutual Fund Portfolio You Need
Rules-based strategy investing in passive index funds and actively managed mutual funds to give you broad market-cap and investment style diversification.
Consolidate Your Equity Investments
We make the difficult portfolio choices, so you don't have to.
Scattered Equity Exposure
We balance a mix of passive to active mutual funds for long-term equity growth, without relying on individual stocks or any one investment style.
Choice Overload
We narrow down from hundreds of equity fund options into a robust, diversified portfolio using a data-driven, rules-based process that weighs consistency of performance, costs, and churn together.
Passive versus Active Dilemma
We combine low-cost passive funds with carefully selected active funds, using each where it adds value to the portfolio.
Single House Dependence
We selectively diversify across fund houses and fund managers, so no single investment approach has an outsized influence on the portfolio.
Behavioral Discipline
We follow a disciplined investment process, making decisions based on rules rather than emotions, helping you stay the course through short-term market moves.
The BASE Principles
How All Weather Equity is built and managed
Passive and active funds are scored, ranked, and selected quantitatively based on their consistency, volatility, and risk-adjusted returns.
Beta Anchored via Passive Core
A sizable allocation to index funds and ETFs provides broad market exposure and forms the foundation of the portfolio.
Alpha Sourced from Active Funds
Actively managed equity funds and SIFs selected through an AMC-agnostic, data-driven, rules-based model to identify consistent performers that can generate alpha across market cycles.
Simplicity in Design
Broad market-cap exposure and investment-style diversification brought together in a single portfolio, designed to be the only equity exposure an investor needs.
Efficiency
Combines lower-cost passive exposure with disciplined, tax-aware portfolio changes to keep costs and tax impact in check.
Last updated on September 17 2026
All Weather Equity vs NIFTY 50 TRI
| Period | CMW All Weather | Nifty 50 TRI |
|---|---|---|
| 1W | 0.6% | 0.7% |
| 1M | 3% | 2.5% |
| 6M | 3.4% | -3.7% |
| 1Y | 5.1% | -1.5% |
| 2Y | 3.2% | 0.2% |
| 3Y | 15.2% | 9.4% |
| 4Y | 15% | 9.8% |
| SI | 16.8% | 12.1% |
Returns are net of fees and transaction costs. Returns for periods over 1 year are annualized. Performance data is not verified by SEBI.
Rolling 1-year out-performance (since inception)
77%
1-year rolling
100%
2-year rolling
100%
3-year rolling
Is All Weather Equity Right for You?
Who is it for?
1. Investing for the long term
You have a minimum investment horizon of five years and are looking to build long-term equity wealth.
2. Comfortable with equity market swings
You understand that equity investing comes with volatility and periods of drawdown, and are prepared to stay invested through them.
3. Looking for one equity allocation
You want a comprehensive equity portfolio through mutual funds and SIFs, without having to select, combine, and manage multiple portfolios yourself.
Who is it NOT for?
1. Looking for low risk or capital protection
You are uncomfortable with equity market volatility and drawdowns, or need an investment designed primarily to protect capital.
2. Prefer tactical investing
You want to frequently rotate between sectors, themes, or market segments based on short-term opportunities.
