The primary objective of the Wright Alpha Fund is to provide long-term capital appreciation by strategically investing in a concentrated portfolio of Indian equities. Our fund seeks to consistently outperform the benchmark through a disciplined, concentrated momentum-based approach, capitalizing on market anomalies and meticulously chosen investment opportunities. While the emphasis is on creating a robust growth trajectory, risk management is given equal importance to ensure the safeguarding of investor capital in various market scenarios.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Wryght Research & Capital Wright Alpha Fund | -3.80% | -1.20% | 15.60% | 32.72% | 47.90% | ||||
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 26.60% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 28 |
| Mid Cap | 46 |
| Small Cap | 22 |
| Cash | 4 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
