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

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

₹151,000.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Micro Cap 500
Portfolio Size 3 Equity Scripts {3 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 75%
Minimum Annual Investment Capital ₹ 60,40,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Elite Risk Adjusted Returns Potential

Investment Objective:

  • To achieve aggressive, exponential long-term capital growth by strategically investing in the Indian Equity Micro Cap 500 universe, capturing early-stage business lifecycles and hyper-local economic tailwinds.

Investment Rationale:

  1. Ground-Floor Entry Into Scalable Models: The Micro Cap 500 universe represents businesses positioned at the absolute base of the market capitalization pyramid (typically ranked beyond the Nifty 500). These companies possess an incredibly small asset and revenue base, giving them immense operating leverage to experience geometric, multi-bagger growth as they capture market share.
  2. Pure Uncorrelated Play on Domestic Micro-Themes: Unlike larger corporations linked to global supply chains, micro-caps are highly specialized and hyper-focused on regional themes. Investing in this segment offers targeted exposure to niche, burgeoning sectors in India—such as localized manufacturing components, green energy ancillary parts, and rural consumption—with a very low correlation to large-cap performance.
  3. Maximum Information Asymmetry and Inefficiency Alpha: The micro-cap 500 segment is virtually ignored by mainstream institutional research and domestic analysts. This severe lack of coverage creates significant mispricing and market inefficiencies, offering seasoned investors a unique advantage to uncover fundamentally robust, debt-free, or cash-generating enterprises at steep valuation discounts before institutional buying triggers re-rating cycles.

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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