15 Equity Scripts Long Term Growth Portfolio | Theme - PSUs | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Theme – PSUs | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹25,750.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – PSUs
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 ₹ 10,30,000
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:

  • Invest in government-owned enterprises benefiting from policy support and strategic importance.

Investment Rationale:

  1. Strong Government Backing and Stability: PSU stocks benefit from government support, strategic importance, and policies aimed at economic growth, providing a stable investment environment with potential for long-term capital appreciation.
  2. Consistent Dividend Streams and Earnings Stability: Many PSU companies generate reliable dividend income and exhibit stable earnings due to their monopoly or oligopoly status in critical sectors like energy, infrastructure, and finance, offering lower risk and steady returns.
  3. Growth Opportunities Through Reforms and Privatization: Ongoing reforms and privatization initiatives are forecasted to improve efficiency, competitiveness, and profitability of PSUs, unlocking value and providing superior growth and earning potential compared to other industries or 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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