Alpha Fund

Wryght Research and Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
23 August 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹51.06
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The Wright Alpha Fund employs a disciplined, quantitative momentum investment process. This fund has a concentrated risk with only 10 stocks in the portfolio.Our investment team uses an academically backed, data-driven approach to identify securities with attractive characteristics based on momentum.

Investment Objective

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.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.14% -0.24% 0.10%
3 MONTHS 5.14% 5.02% 0.12%
6 MONTHS -7.85% 1.63% -9.48%
1 YEAR -30.68% 7.63% -38.31%
2 YEAR -6.56% 11.64% -18.20%
SINCE INCEPTION 5.23% 16.42% -11.19%

Calendar Year Performance

Year Return
CY 2025 -30.68%
CY 2024 25.93%

Financial Year Performance

Year Return
FY 26_YTD -2.29%
FY 25 -10.37%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sonam Srivastava is the founder of Wright Research, an India-based Robo-advisor and Portfolio Management Service, where she creates data-driven portfolios out of her deep passion for quant finance.Wright Research is a wealth creator in the digital space that uses scientific data-driven methods to tactically extract opportunities across assets in the public markets to grow clients’ wealth. Wright functions as SEBI registered Robo advisor and is among the most popular advisors among millennial investors with more than 50000 lifetime clients and 300 crore+ assets. Wright Research has delivered a 90% + outperformance over the index in the last 3 years. She has 10+ years of experience in investment research and portfolio management, working on systematic strategies, long-short strategies, and algorithmic trading. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor. She graduated from IIT Kanpur with a master’s in financial engineering from Worldquant University. She is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 4 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.5%

Variable Fee

AMC: No Option

Hurdle: 10% or Benchmark

Profit Sharing: 15% Profit Sharing above 10% hurdle or Benchmark

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)