Wright ⚡️ Momentum
Managed by Wright Research
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 68,323
Momentum investing: Aiming to capitalize on market trends for potential growth.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 68,323
3Y CAGR
47.03%
Performance
Current value of ₹ 100 invested once at launch
smallcase CAGR | Equity Large Cap CAGR |
---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
39.34
NA
3.69
NA
0.71
NA
24.15
NA
4.25
NA
1.14
Technicals
NA
1.88
NA
0.00
NA
85.16
NA
Pro
NA
Pro
NA
Pro
Relative
NA
37.40
NA
1.50
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
19 | monthly |
Last Rebalance | Next Rebalance |
---|---|
Mar 17, 2024 | Apr 17, 2024 |
About the smallcase
Explore the potential of our high momentum strategy, which balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.
Key highlights include:
- Track record of consistently outperforming benchmarks in diverse conditions.
- A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.
- High-quality stocks with strong momentum and low volatility.
- Return potential in bull markets and resilience in high-risk regimes.
- Monthly portfolio rebalancing to maintain low turnover.
Invest in our Momentum Strategy for potential rewards, supported by proven performance and smart risk management.
Launch Date
Nov 25, 2020
Subscription Fees
₹ 2,000/3m
Factsheet
Download key points for this smallcase
About the Manager
Wright Research
Manages 20 smallcases
Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments. Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.
SEBI Registration No: INA100015717
Disclosures