Wright New India Manufacturing Theme
Wright Research
Unleash the True Potential of a Rising Nation!
3Y CAGR
35.15%
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Daily Change
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7Y CAGR
CAGR (Compounded Annual Growth Rate) indicates the average yearly return generated by a smallcase from the date of launch. Only live data is considered to calculate the CAGR. Thus, this smallcase has given returns on an average every year since Apr 4, 2016
High Volatility
Stock prices move up and down on a daily basis, resulting in fluctuating investment value. High volatility indicates high fluctuation is expected in the investment made in this smallcase
About the smallcase
Anticipating diversified growth and harnessing India's transformation into a global manufacturing and innovation hub, our strategy aims to manage risk levels at par with the Nifty index. Let's ride the wave of potential growth together.
- Atmanirbhar vision and robust government policies: Wright 🇮🇳 New India portfolio is thoughtfully aligned with the Atmanirbhar vision, marking it as a strategic investment consideration. Expertly curated, the portfolio consists of stocks poised to benefit from robust government policies, including the Make in India, Profit Linked Incentives, and China Plus One initiatives.
- All-round growth: With a well-diversified portfolio of 20-25 carefully selected stocks across various market capitalizations. The portfolio covers booming industries like infrastructure, pharma, fintech, renewables, and electric mobility.
- Dynamic sector allocation: Wright 🇮🇳 New India's portfolio keeps up with the latest trends and announcements in key sectors. With a keen eye on innovation and sustainable growth, the portfolio covers a diverse range of industries, including infrastructure, pharma, fintech, renewables, and electric mobility.
Methodology
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Methodology
universe
The Wright New India Manufacturing strategy begins by focusing on a universe of stocks aligned with India’s Atmanirbhar vision. This includes companies benefiting from government initiatives such as Make in India, Production Linked Incentives (PLI), and the China Plus One strategy. The universe spans across large, mid, and small-cap stocks within high-growth sectors such as infrastructure, pharmaceuticals, fintech, renewables, and electric mobility. The emphasis is on identifying companies that exemplify innovation, sustainable growth, and a pivotal role in India's transformation into a global manufacturing and innovation hub.
research
The research framework is rooted in meticulous analysis of macroeconomic trends, government policies, and sector-specific developments. Proprietary models assess the impact of initiatives like PLI schemes and infrastructure spending, while AI-driven forecasting identifies emerging opportunities in targeted sectors. Industry dynamics, financial health, growth potential, and competitive positioning are key factors evaluated during stock selection. The research ensures the portfolio aligns with both long-term structural shifts in India's economy and short-term market trends, optimizing for growth and risk-adjusted returns.
stockScreening
Screening focuses on identifying 20-25 exceptional stocks with strong alignment to India's manufacturing resurgence and policy benefits. Each stock undergoes a rigorous evaluation process, including fundamental analysis, growth trajectory assessments, and risk-reward metrics. Companies are selected based on criteria such as financial strength, scalability, and alignment with sectors poised for high growth, including infrastructure, pharma, fintech, renewable energy, and electric mobility. The screening process also factors in policy alignment and innovation, ensuring the portfolio captures companies at the forefront of India’s economic transformation.
weighting
The portfolio adopts a dynamic weighting approach to ensure risk is balanced at par with the Nifty index while maximizing growth potential, and is a flexi-cap strategy. Weight allocations are based on sectoral trends, individual stock performance metrics, and broader economic forecasts. High-growth sectors like renewables and electric mobility may receive higher weights during favorable market conditions, while weight adjustments are made dynamically to align with macroeconomic shifts or policy updates. This diversified yet adaptive weighting strategy enables the portfolio to achieve robust risk management while capitalizing on India’s evolving manufacturing landscape.
rebalance
This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month
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