40 Equity Scripts Long Term Growth Portfolio | Theme - Technology (Aero & Defence - Telecom - IT - Financial Services - Media Entertainment & Publication - Automobiles & Auto Components) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

40 Equity Scripts Long Term Growth Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹90,625.00 for 1 year

Telegram Bot Command for @ShubhaangBot : /tech_40_3625000_n_0

Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components)
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 ₹ 36,25,000
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:

  • Invest in tech-driven sectors including aerospace, *, telecom, IT, media, and automotive tech for high-growth potential.

Investment Rationale:

  1. Exponential Growth Driven by Digital Transformation: The technology sector, including IT, telecom, and aerospace & *, is at the forefront of India’s digital economy, experiencing rapid expansion fueled by increased adoption of AI, cloud computing, and 5G, offering exceptional long-term growth and earning potential.
  2. Strategic National Importance and Policy Support: Government policies like “”Make in India,”” * modernization plans, and digital infrastructure initiatives provide a strong tailwind, enhancing sector stability, competitiveness, and profit margins compared to other industries or asset classes.
  3. Global Competitive Advantage and Export Opportunities: Indian technology and telecom companies are gaining international market share, enabling higher revenue growth, diversification, and higher margins, making them attractive, high-earning investments compared to traditional sectors or passive 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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