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Wryght Research Alpha Fund PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Wryght Research Alpha Fund PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 14.46%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Wryght Research Alpha Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha Fund

Start Date

23 August 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.73.62 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Ms Sonam Srivastava

1 Yr. Return

14.46%

3 Yr. Return

NA

5 Yr. Return

NA

Wryght Research Alpha Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Wryght Research Alpha Fund PMS Strategy - Cost or Charges

Fixed Fees

1.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Wryght Research Alpha Fund PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Wryght Research Alpha Fund Portfolio Strategy - Top 5 Sectors

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