15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 17 - Services - Software | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 17 – Services – Software | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹12,250.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 17 – Services – Software
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 ₹ 4,90,000
Optimal Investment Tenure 12 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Meaningful Risk Adjusted Returns Potential

Investment Objective:

  • Leverage growth in services and software sectors leading India’s digital transformation and global IT export expansion.

Investment Rationale:

  1. High Growth Potential driven by Digital Transformation and AI Integration: India’s software sector is at the forefront of digital innovation, with increasing adoption of AI, cloud computing, and automation. These technologies enhance productivity and open new revenue streams, positioning software companies for rapid growth. As AI continues to evolve, software firms that integrate AI solutions are expected to outperform traditional industries, offering substantial earning potential.
  2. Strong Market Demand and Export Opportunities: India is a global hub for IT services and software exports, with companies serving clients across North America, Europe, and Asia. The ongoing digital shift globally, along with the rising demand for cloud services, cybersecurity, and SaaS products, amplifies growth opportunities. This global demand supports consistent revenue inflow and financial resilience.
  3. Influence of Policy Support and Innovation Ecosystem: The Indian government actively promotes the tech sector through initiatives like Digital India, Startup India, and incentives for software innovation. This supportive policy environment fosters entrepreneurship, accelerates technological adoption, and attracts investments. Coupled with a robust ecosystem of startups and AI-driven innovation, it positions the software sector as a lucrative investment avenue with high earnings potential.

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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