40 Equity Scripts Long Term Growth Portfolio | MarketCap - Large & Mid Cap 250 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

40 Equity Scripts Long Term Growth Portfolio | MarketCap – Large & Mid Cap 250 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹102,250.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Large & Mid Cap 250
Portfolio Size 40 Equity Scripts {40 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 35%
Minimum Annual Investment Capital ₹ 40,90,000
Optimal Investment Tenure 7 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Capture the growth potential of India’s top 250 large and mid-cap companies within a balanced portfolio.

Investment Rationale:

  1. Higher Growth Potential: Indian large and midcap stocks are poised to grow significantly, driven by robust economic expansion and rising domestic consumption, offering higher returns compared to fixed income or developed market equities.
  2. Diversification Benefits: Investing in these stocks provides exposure to India’s dynamic sectors like technology, infrastructure, and consumer goods, helping diversify risk beyond traditional asset classes.
  3. Structural Long-Term Drivers: Factors such as demographic shifts, urbanization, and government reforms create a favorable environment for sustained growth in large and midcap equities through 2040, making them a compelling option for long-term wealth creation.

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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