15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 8 - Construction Materials - Industrial Manufacturing - Automobiles - Speciality Chemicals - Insurance | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 8 – Construction Materials – Industrial Manufacturing – Automobiles – Speciality Chemicals – Insurance | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹36,250.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 8 – Construction Materials – Industrial Manufacturing – Automobiles – Speciality Chemicals – Insurance
Portfolio Size 15 Equity Scripts {15 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 60%
Minimum Annual Investment Capital ₹ 14,50,000
Optimal Investment Tenure 12 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 construction materials, manufacturing, automobiles, chemicals, and insurance for diversified growth driven by infrastructure and industrial development.

Investment Rationale:

  1. Robust Growth Driven by Infrastructure and Industrial Expansion: Increasing investments in infrastructure, urbanization, and manufacturing initiatives are fueling demand for construction materials, industrial goods, and automobiles, offering significant long-term growth and earnings potential.
  2. Emerging Opportunities in Specialty Chemicals and Automotive Innovation: Focus on advanced materials, electric vehicles, and environmentally sustainable chemicals positions these sectors for high-margin growth and competitive advantage compared to traditional industries.
  3. Financial Sector Growth and Risk Mitigation: The expanding insurance industry provides steady income streams and asset diversification, while policy reforms and digital adoption in these sectors enhance profitability and stability, making them attractive relative to other asset classes or industries.

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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