50 Equity Scripts Long Term Growth Portfolio | MarketCap - Nifty 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

50 Equity Scripts Long Term Growth Portfolio | MarketCap – Nifty 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹117,625.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Nifty 500
Portfolio Size 50 Equity Scripts {50 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 30%
Minimum Annual Investment Capital ₹ 47,05,000
Optimal Investment Tenure 6 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Diversify across 500 stocks representing the broader Indian equity landscape for comprehensive market coverage.

Investment Rationale:

  1. Comprehensive Market Exposure: The NSE 500 provides access to a broad spectrum of sectors and companies across India, offering diversified growth opportunities and reducing sector-specific risks compared to niche or single-asset classes.
  2. Balanced Risk-Reward Profile: It combines large-cap stability with mid and small-cap growth potential, delivering higher long-term returns than fixed income or cash assets while maintaining lower volatility than pure small-cap investments.
  3. Aligned with India’s Growth Story: Capitalizing on India’s demographic dividend, urbanization, and economic reforms, NSE 500 stocks are positioned for sustained long-term growth, providing a compelling alternative to traditional asset classes like real estate or commodities.

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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