About the 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.

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Nov 25, 2020

would be
Wright ⚡️ Momentum
₹ 228.88
Equity Large Cap
₹ 140.93

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.