About the smallcase

This strategy invests in high momentum stocks with a check for volatility. Momentum is a great long-term strategy with good outperformance over the index.

  • This multi-stock portfolio of 20-25 stocks is selected from the top 300 universes.
  • The underlying equity themes consist of selecting high-quality stocks with high momentum and low volatility.
  • This strategy performs at a fantastic pace in bull markets but also performs better than the market in high-risk regimes due to its tactical nature.
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin.
  • The rebalance of the portfolio is usually done every month to keep turnover low.

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Nov 25, 2020

would be
Wright ⚡️ Momentum
₹ 221.57
Equity Large Cap
₹ 144.74
2021AprJulOct2022AprJulOct100120140160180200220

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.