10 Equity Scripts Long Term Growth Portfolio | Industry - Banks | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

10 Equity Scripts Long Term Growth Portfolio | Industry – Banks | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹7,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Banks
Portfolio Size 10 Equity Scripts {10 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 65%
Minimum Annual Investment Capital ₹ 3,15,000
Optimal Investment Tenure 13 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Meaningful Risk Adjusted Returns Potential

Investment Objective:

  • Gain exposure to India’s expanding banking sector driven by rising financial inclusion and credit demand.

Investment Rationale:

  • The Indian banking industry is expected to reach assets worth over USD 8 trillion by 2040, supported by a CAGR of around 10%, driven by financial inclusion and digital banking adoption. Currently, India ranks as the fifth-largest banking sector globally, with a large and expanding middle class stabilizing deposit and credit growth. With ongoing technological innovations, regulatory reforms, and increased penetration of digital financial services, the industry is poised for sustainable growth and increased global influence through 2040.

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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