Why should you invest in this smallcase?

This is a high risk equity strategy to participate in high momentum stocks with a check for volatility. This strategy is specifically build to take advantage of the bull market.

  • This is a multi stock portfolio of 20-25 stocks selected from the top 300 universe
  • The underlying equity themes consist of selecting high quality stocks with high momentum and low volatility.
  • 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.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Wright Research

Past Performance vs 

1m3m6m1y2y3ylivemaxSIP
Value of ₹ 100 invested once
3 years

May 8, 2018

ago would be
Wright ⚡️ Momentum
₹ 255.44
Equity Large & Mid Cap
₹ 132.74
JulOct2019AprJulOct2020AprJulOct2021Apr100150200250

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns