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Wright 💎 Quality

High quality stocks - based on profitability, growth in profitability and safety.

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₹1 Lac invested for could have been:


₹


₹

  • 8M CAGR:

    -6.2%

  • Volatility:

    High Volatility

  • Rebalancing Frequency:

    Monthly

  • Type of Portfolio:

    Equity

  • Min Investment:

    ₹ 38635

  • More Insights

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Wright 💎 Quality

High quality stocks - based on profitability, growth in profitability and safety.

-6.2% (8M)

Live Returns

Monthly

Rebalance

This is a medium-risk equity strategy to participate in high-quality stocks with a check for volatility.

  • This multi-stock portfolio of 20-25 stocks selected from the top 300 universes.
  • The underlying equity themes consist of selecting high-quality stocks with high quality based on profitability, growth & safety.
  • 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.
The strategy invests in high momentum stocks using mean variance optimization and risk targeting
Equity Allocation 100%

PB Ratio

3.11

PE Ratio

29.30

Rebalancing Frequency

Monthly

Next Update

March 28, 2023

Type

Model-based

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Rebalancing

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Steps to subscribe:
KYC Details Filled Risk Profiled Agreement Signed
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