About the smallcase

Discover Wright Balanced: a dynamic, moderate-risk strategy designed to excel in all market cycles. Embrace the benefits of:

  • Adaptable allocations: Navigating market shifts with expert precision.
  • 20-25 top stocks: Curated from a diverse, top 500 universe.
  • Mixed equity themes: Mastering both trending and volatile markets.
  • Additional assets: Bonds, gold, and international ETFs for optimal balance.
  • Proven performance: Consistently outperforming benchmarks in diverse conditions.
  • Regular rebalancing: Monthly fine-tuning for sustained growth and low turnover.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Aug 20, 2019

would be
Balanced 🎯 Multi Factor
₹ 312.47
Equity Large Cap
₹ 174.99
Oct2020AprJulOct2021AprJulOct2022AprJulOct2023AprJul100150200250300

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns