20 Equity Scripts Long Term Growth Portfolio | Theme - Institutional Investors Confidence | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

20 Equity Scripts Long Term Growth Portfolio | Theme – Institutional Investors Confidence | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹48,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Institutional Investors Confidence
Portfolio Size 20 Equity Scripts {20 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 55%
Minimum Annual Investment Capital ₹ 19,55,000
Optimal Investment Tenure 11 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Extraordinary Risk Adjusted Returns Potential

Investment Objective:

  • Focus on companies that enjoy substantial institutional holdings indicating stability and growth potential.

Investment Rationale:

  1. Indicative of Market Maturity and Stability: Stocks favoured by institutional investors reflect confidence in the country’s economic stability and growth prospects, offering secure and sustainable investment opportunities compared to more volatile or untested industries.
  2. Attracted to High-Quality, Growth-Oriented Companies: These stocks are often from fundamentally strong, high-growth sectors that benefit from institutional scrutiny, leading to better management practices and consistent earnings growth, surpassing other asset classes in earning potential.
  3. Enhanced Market Liquidity and Investor Confidence: Widespread institutional participation boosts market depth and liquidity, reducing spreads and volatility, thereby providing a more resilient environment for long-term wealth accumulation compared to niche or less-regulated assets.

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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