35 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 5 - Media - Packaging - Forest - Garments - Gems - Tea&Coffee - Diversified - Edible Oil - Sugar - Beverages - Fertilizers - Services - Agro Commercial Vehicles - Commodity | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

35 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 5 – Media – Packaging – Forest – Garments – Gems – Tea&Coffee – Diversified – Edible Oil – Sugar – Beverages – Fertilizers – Services – Agro Commercial Vehicles – Commodity | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹53,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 5 – Media – Packaging – Forest – Garments – Gems – Tea&Coffee – Diversified – Edible Oil – Sugar – Beverages – Fertilizers – Services – Agro Commercial Vehicles – Commodity
Portfolio Size 35 Equity Scripts {35 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 40%
Minimum Annual Investment Capital ₹ 21,55,000
Optimal Investment Tenure 8 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Diversify into media, packaging, forest, gems, tea & coffee, garments, and other commodity sectors fueled by consumption growth and exports.

Investment Rationale:

  1. Diverse Growth Drivers: These sectors benefit from rising consumer demand, urbanization, and export opportunities, offering multiple avenues for sustained growth and high earning potential over the long term.
  2. Increasing Domestic and Global Integration: The sectors such as gems, garments, and agro-commodities are expanding their presence in global markets, boosting revenues and creating robust export-driven growth prospects.
  3. Favorable Policy and Innovation Environment: Supportive government reforms, technological advancements, and improved supply chains enhance productivity and profitability, making these sectors attractive alternatives with higher growth and diversification benefits compared 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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