Altitude
The Alpha Engine of Your Mutual Fund Portfolio
A rules-based portfolio of actively managed mutual funds and SIFs designed to chase alpha across market cycles.
Scale Your Investment Summit
Chase equity alpha across market regimes through market cap, category, and style diversification.
Diversified Equity Participation
We diversify across market caps and investment styles, so your equity exposure does not depend on individual stocks or any one style.
Adaptability Through Cycles
We adapt the portfolio as markets change, shifting towards funds showing sustained alpha generation capabilities.
Process over Personalities
We let the data drive fund selection, rather than relying on fund house reputations, star managers, or market narratives.
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.
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 RISE Principles
How Altitude is Built and Managed
Active Funds are picked through a rules-based process designed to capture alpha while maintaining diversification across market caps (with a mid- and small-cap tilt), categories and styles of investing.
Rules-Based Selection
Ranks funds within their categories across multiple periods, considering only those with enough history to establish a reliable track record.
Independent Selection
Prioritises performance over brand for fund selection and avoids holding multiple funds from the same fund house where possible.
Systematic Rebalancing
Follows a rules-based bi-annual review process, retaining funds that continue to qualify and replacing those that do not, only when needed.
Equal Weights
Allocates new investments equally across selected funds to maintain diversification and keep the portfolio construction simple.
Last updated on September 17 2026
Altitude vs Nifty 50 TRI
| Period | CMW Altitude | Nifty 50 TRI |
|---|---|---|
| 1W | 0% | -1.1% |
| 1M | 2.1% | -1.2% |
| 6M | 6.8% | -3.7% |
| 1Y | 8.6% | -1.3% |
| SI | 12.9% | 3.7% |
Returns are net of fees and transaction costs. Returns for periods over 1 year are annualized. Performance data is not verified by SEBI.
In the backtest simulation
65%
1-year rolling
81%
2-year rolling
85%
3-year rolling
Is Altitude right for you?
Who is it for?
1. Investing for the long term
You have a minimum investment horizon of five years and are comfortable with equity market volatility and periods of drawdown.
2. Looking for active equity exposure
You want to participate in equity markets through actively managed mutual funds and SIFs, either alongside or instead of individual stocks.
3. Prefer process over personalities
You want a data-driven approach that diversifies across market caps, investment styles, and fund houses rather than relying on any one fund or fund manager.
Who is it NOT for?
1. Looking for low risk or capital protection
You are uncomfortable with equity market volatility and drawdowns, or need a strategy that offers capital protection.
2. Prefer tactical investing
You want to frequently rotate between funds, themes, or market segments based on short-term opportunities.
