Wright 🌱 Smallcaps
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.
₹ 68,758
Small Stocks, Big Potential: Unleash the Wright Smallcaps Revolution.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 68,758
4Y CAGR
45.13%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small 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
48.04
NA
4.61
NA
0.50
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.62
NA
0.04
NA
140.35
NA
Pro
NA
Pro
NA
Pro
Relative
NA
36.79
NA
1.42
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsÂKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 17 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| May 1, 2024 | Jun 1, 2024 |
About the smallcase
Meet Wright Smallcaps. A simple investment strategy aimed at maximizing potential with small-cap stocks. Our approach includes:
- Easy-to-Understand Factors: Picking top stocks using value, quality, and growth.
- Careful Selection: Choosing 20-25 high-potential stocks for impressive results.
- Smart Techniques: Using easy-to-grasp concepts for optimal stock choices.
- Monthly Updates: Keeping the mix fresh and balanced with regular adjustments.
- Low Risk: Managing risks through diverse stock selection.
Explore the Wright Smallcaps Strategy and unlock the growth potential of small-cap stocks.
Launch Date
Sep 12, 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:Â INA100015717
Disclosures
