5 ETF Scripts Long Term Growth Portfolio | MarketCap - DebtETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

5 ETF Scripts Long Term Growth Portfolio | MarketCap – DebtETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

₹625.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – DebtETFs
Portfolio Size 5 ETF Scripts {0 Equities and 5 All ETFs}
ETFs Composition Percentage ETFs Composition is 100%
Portfolio Risk Future Risk may Exceed 3%
Minimum Annual Investment Capital ₹ 25,000
Optimal Investment Tenure 1 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Negative Risk Adjusted Returns Potential

Investment Objective:

  • Access a portfolio of government or corporate bonds providing stable, low-risk income streams.

Investment Rationale:

  1. Stable Income Generation and Low Volatility: Indian Debt ETFs offer predictable, fixed-income returns with lower volatility compared to equities, making them an attractive option for risk-averse investors seeking consistent earnings.
  2. Diversification and Capital Preservation: These ETFs provide broad exposure to government and corporate bonds, aiding diversification and offering safety and capital preservation during market downturns.
  3. Interest Rate and Policy Advantage: Benefiting from India’s monetary policies and interest rate environment, debt ETFs can capitalize on falling rates for capital gains, enhancing earning potential relative to other 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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