momentum icon
Wright 🌱 Smallcaps

Invest in smaller stocks, selected using multi factor quantitative methodology

Watch how to get started
  • 2Y CAGR:

    35.6%

  • Volatility:

    Low Volatility

  • Rebalancing Frequency:

    monthly

  • Type of Portfolio:

    Equity

  • Min Investment:

    ₹ 42269

  • More Insights

Balanced icon
Wright 🌱 Smallcaps

Invest in smaller stocks, selected using multi factor quantitative methodology

35.6% (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

1.79

PE Ratio

16.81

Rebalancing Frequency

Monthly

Next Update

Dec. 30, 2022

Type

Model-based

Subscription Plans

Rebalancing

Next Rebalance


Steps to subscribe:
KYC Details Filled Risk Profiled Agreement Signed