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

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

₹67,625.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – HealthyCashFlows
Portfolio Size 25 Equity Scripts {25 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 50%
Minimum Annual Investment Capital ₹ 27,05,000
Optimal Investment Tenure 10 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Focus on businesses generating stable, substantial cash flows, ensuring liquidity and sustainable growth.

Investment Rationale:

  1. Stable and Predictable Earnings: Companies with healthy cash flows demonstrate consistent profitability, providing a reliable foundation for long-term growth and income, unlike more volatile assets.
  2. Financial Flexibility and Growth Opportunities: Strong cash flows enable these companies to reinvest in expansion, reduce debt, and pursue strategic acquisitions, fuelling sustained earnings growth.
  3. Resilience During Market Fluctuations: Steady cash flows offer buffer during economic downturns, ensuring financial stability and higher potential for long-term capital appreciation compared to less cash-generative industries or 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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