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Wright 🌱 Smallcaps

Invest in smaller stocks, selected using multi factor quantitative methodology

Watch how to get started

₹1 Lac invested for could have been:


₹


₹

  • 2Y CAGR:

    22.8%

  • Volatility:

    Low Volatility

  • Rebalancing Frequency:

    Monthly

  • Type of Portfolio:

    Equity

  • Min Investment:

    ₹ 56168

  • More Insights

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Wright 🌱 Smallcaps

Invest in smaller stocks, selected using multi factor quantitative methodology

22.8% (2Y)

Live Returns

Monthly

Rebalance

This strategy invests in high-quality small-cap stocks. This strategy is specifically built to take advantage of the tremendous growth potential of the smaller stocks.

  • This multi-stock portfolio of 20-25 stocks is selected from the smallcap universe.
  • The underlying equity themes include selecting high-quality small-caps 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.
The underlying equity themes consist of selecting high quality smallcaps with high momentum and low volatility.
Equity Allocation 100%

PB Ratio

1.48

PE Ratio

7.07

Rebalancing Frequency

Monthly

Next Update

March 28, 2023

Type

Model-based

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