3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 6 - Hotels & Resorts - Investments - Media and Publication - Aero&Defence - Food Products - Household Appliances - Transport Services - Ferrous Metals - Iron and Steel Products | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 6 – Hotels & Resorts – Investments – Media and Publication – Aero&Defence – Food Products – Household Appliances – Transport Services – Ferrous Metals – Iron and Steel Products | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹5,625.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 6 – Hotels & Resorts – Investments – Media and Publication – Aero&Defence – Food Products – Household Appliances – Transport Services – Ferrous Metals – Iron and Steel Products
Portfolio Size 3 Equity Scripts {3 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 75%
Minimum Annual Investment Capital ₹ 2,25,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Invest in hospitality, media, aerospace, defence, food, household appliances, transport, and steel sectors poised for growth driven by consumption and infrastructure expansion.

Investment Rationale:

  1. Strong Growth Driven by Increasing Domestic and International Travel: The hospitality, transport, and aerospace sectors are benefiting from rising tourism, business travel, and defence modernization, offering significant long-term growth and earning potential.
  2. Urbanization and Rising Incomes Fuel Consumer and Infrastructure Demand: Growth in household appliances, food products, and household innovation is supported by income growth and urban development, providing stable revenue streams and expansion opportunities.
  3. Policy Support and Investment in defence and Infrastructure: Government initiatives like “Make in India”, defence modernization, and infrastructure projects boost demand for aerospace, iron, and steel, creating a conducive environment for sustained profitability and higher returns compared to other industries or asset classes.

Investment Methodology:

  1. Universe Definition: The eligible investment universe is restricted to equities within the NSE 750 and BSE 1000 indices, alongside all exchange-traded funds (ETFs). Each constituent is subject to a rigorous qualitative screening process to verify compliance with established investment objectives and strategic rationales.
  2. Systematic Identification: Proprietary algorithms, advanced quantitative models, and technical analysis are utilized to systematically identify securities with a high probability of delivering superior returns.
  3. Data-Driven Framework: These models, thoroughly validated across diverse asset classes and various time horizons, integrate customized proprietary indicators such as momentum, volume, volatility, and trend analysis. This approach ensures that the portfolio construction process is entirely based on objective data and high-quality signals, devoid of biases, prejudices, or emotional factors.
  4. Optimisation of Security Selection: The selection of securities and their corresponding weightings within the Equity/ETF portfolio are further refined based on critical factors, including target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, and the number of quantitative and technical criteria met by each security.
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