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Wright ⚡️ Momentum

Managed by Wright Research

Fee Based

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 CAGREquity Large Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
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1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.38x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Momentum
Quantitative

+1 more

Comparable Index

Comparable Index

Equity Large Cap

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

Key details about smallcase portfolio

ConstituentsRebalance Frequency
19monthly
Last RebalanceNext Rebalance
Mar 17, 2024Apr 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

Wright ⚡️ Momentum

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Wright ⚡️ Momentum

About the Manager

Wright Research

Manages 20 smallcases

Wright Research

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

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