Wright Innovation Tracker
Wright Research
Wright Innovation: Where Disruption Meets Growth.
3Y CAGR
16.13%
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Daily Change
Today's change in this smallcase is
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
Our portfolio is designed to capture the essence of disruptive innovation, with a focus on sectors like electric mobility, biotech, ecommerce, digital revolution, and fintech.
- Unmatched exposure: Our portfolio offers exposure to some of the most cutting-edge sectors of the economy, providing a unique opportunity to ride the wave of disruption and growth.
- Expert curation: Our team of experts carefully handpicks up to 25 stocks from India's top 500 companies, focusing on smaller firms with immense potential.
- Proven performance: We have a track record of consistently outperforming benchmarks in diverse conditions.
- Dynamic rebalancing: We regularly rebalance the portfolio to adapt to changing market conditions, ensuring that investors are aligned to promising opportunities.
Methodology
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Methodology
universe
The Wright Innovation strategy identifies high-potential companies within the top 500 publicly traded corporations, with a focus on disruptive innovation sectors such as electric mobility, biotechnology, e-commerce, digital transformation, and fintech. The strategy emphasizes selecting smaller, agile firms that are trailblazers in their industries and have immense growth potential. This universe provides a fertile ground for identifying companies driving the next wave of economic and technological advancements.
research
In-depth research is the cornerstone of the Wright Innovation strategy. The process involves a comprehensive analysis of macroeconomic trends, industry disruptions, and emerging technologies to pinpoint companies leading in innovation. Proprietary models evaluate fundamentals, scalability, and market potential, ensuring the portfolio captures cutting-edge opportunities. Research also prioritizes identifying early-stage disruptors in high-growth sectors such as electric mobility and biotech, leveraging a forward-looking approach to capitalize on transformative trends.
stockScreening
The screening process identifies up to 25 stocks that exemplify leadership in disruptive innovation. Stocks are selected based on a thorough evaluation of their innovative capabilities, growth potential, and market relevance. A particular focus is placed on smaller firms with agile business models and proven capabilities in high-growth areas. This systematic screening ensures the inclusion of diverse industry leaders that align with the strategy’s goal of capitalizing on groundbreaking developments while maintaining a balanced risk-reward profile.
weighting
The Wright Innovation strategy employs a dynamic weighting model that adapts to changing market conditions and innovation trends, and is a flexi cap strategy. Stock allocations are determined based on factors such as market potential, growth trajectory, and industry leadership. Quarterly portfolio rebalancing ensures the strategy remains aligned with emerging opportunities while minimizing exposure to underperforming assets. This flexible yet disciplined approach enables the portfolio to maximize returns and maintain resilience in the ever-evolving landscape of disruptive innovation.
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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