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

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

₹51,750.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – OverallGrowth
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 ₹ 20,70,000
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:

  • Target companies showing consistent long-term growth across revenue, profits, margins, and cash flows, reflecting strong business fundamentals.

Investment Rationale:

  1. Demonstrated Sustainable Performance: Stocks focusing on overall growth—reflecting increasing sales, profits, margins, and cash flows—offer a reliable trajectory for wealth accumulation over the long term.
  2. Strong Business Fundamentals: These stocks indicate robust operational efficiency, excellent management, and market competitiveness, providing higher earning potential compared to stagnant or declining industries.
  3. Capitalising on Economic Expansion: Such stocks are well-positioned to benefit from macroeconomic growth, rising consumption, and industrial revival, offering superior growth and return prospects relative to other 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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