Why should you invest in this smallcase?

  • This is a version of the Multi Asset Tactical with smaller capital constraints.
  • This portfolio seeks capital appreciation by tactically investing in equity sectors and styles along with bonds and commodities based on market risk profile.
  • The equity allocation is done to the top 200 stocks by market cap based on various market factors like momentum, value, volatility, growth, quality etc.
  • This is a risk targeted and dynamic portfolio based on proprietary equity factor models
  • Added constraints can give lower performance, so only opt for this for lower capital requirements

Know how this smallcase was created


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Created by Wright Research

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once 
on inception

Jan 1, 2014

of this smallcase would be
Multi Factor Tactical - Smaller Investments
₹ 278.06
Equity Large Cap
₹ 132.32


Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart