3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 10 - Retailing - Capital Markets - Construction - Services | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 10 – Retailing – Capital Markets – Construction – Services | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹4,125.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 10 – Retailing – Capital Markets – Construction – Services
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 ₹ 1,65,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Capitalize on retail, capital markets, construction, and services sectors benefiting from urbanization and infrastructure development.

Investment Rationale:

  1. Resilient Growth Drivers: These sectors are fundamental to India’s economic development, benefiting from rising middle class incomes, urbanization, and increased consumer spending, ensuring sustained long-term growth potential.
  2. Domestically Driven Expansion: Unlike export-dependent sectors, retail, capital markets, construction, and services primarily cater to India’s large and expanding domestic market, reducing exposure to global economic fluctuations.
  3. Digital and Infrastructure Momentum: Rapid technological adoption, e-commerce growth, and infrastructure development underpin these sectors, offering diversified opportunities and higher resilience compared to other industries or traditional asset classes like fixed income or commodities.

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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