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.
₹ 65,302
One investment for all market conditions. Works for everyone.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 65,302
2Y CAGR
40.82%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Multi 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
12.95
NA
2.43
NA
1.49
NA
24.73
NA
3.38
NA
1.32
Technicals
NA
1.30
NA
3.87
NA
29.33
NA
Pro
NA
Pro
NA
Pro
Relative
NA
5.92
NA
1.21
NA
Pro
NA
Pro
NA
Pro
NA
Pro
PortfolioSee detailed constituents
Key details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 23 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| May 1, 2023 | Jun 1, 2023 |
About the smallcase
Discover the power of our high momentum strategy, which masterfully balances performance and volatility. Experience exceptional long-term growth with significant outperformance over the index.
Key highlights include:
- Astounding historical performance, outpacing benchmarks by a wide margin.
- A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.
- High-quality stocks with strong momentum and low volatility.
- Exceptional results in bull markets and resilience in high-risk regimes.
- Monthly portfolio rebalancing to maintain low turnover.
Invest in our momentum strategy and enjoy the rewards of 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 19 smallcases
Smart beta-based investment strategies backed by quantitative research.
SEBI Registration No: INA100015717
Disclosures
