3 Equity Scripts Long Term Growth Portfolio | Theme - Infrastructure (Construction Materials - Construction - Financial Services - Utilities - Services - Industrial Manufacturing) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Theme – Infrastructure (Construction Materials – Construction – Financial Services – Utilities – Services – Industrial Manufacturing) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹5,375.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Infrastructure (Construction Materials – Construction – Financial Services – Utilities – Services – Industrial Manufacturing)
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 ₹ 2,15,000
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 infrastructure, utilities, and industrial sectors supporting India’s accelerated urbanization and energy needs.

Investment Rationale:

  1. Catalyzed by Government Policies and Investment: India’s Focus on infrastructure development, such as the National Infrastructure Pipeline, ensures sustained demand for construction materials, industrial manufacturing, and utilities, offering robust long-term growth and earning potential compared to other asset classes.
  2. Foundation for Economic Growth: Infrastructure stocks underpin industrialization, urbanization, and economic expansion, providing a stable base for diversified growth that outpaces many other industries and asset classes over the next decades.
  3. Export and Domestic Demand Drivers: High global demand for construction, industrial goods, and utilities, combined with increased domestic consumption and government support, creates favorable tailwinds for profitability and value creation in these sectors.

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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