Name: Wright HNI Quant Advantage
Brand: smallcase
SKU: WRTMO_0020
Price: 461803 INR

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered research analyst with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Nifty Midsmallcap 400

Wright HNI Quant Advantage

Sonam Srivastava

Data driven multifactor investing strategy exclusively for HNI with active rebalances | Rec Amt >25L

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

Wright HNI Quant Advantage

Wright HNI Quant Advantage

Overview

Stocks & Weights