45 Equity Scripts Long Term Growth Portfolio | MarketCap - NSE 750 & BSE 1000 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

45 Equity Scripts Long Term Growth Portfolio | MarketCap – NSE 750 & BSE 1000 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹134,625.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – NSE 750 & BSE 1000
Portfolio Size 45 Equity Scripts {45 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 30%
Minimum Annual Investment Capital ₹ 53,85,000
Optimal Investment Tenure 6 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Exceptional Risk Adjusted Returns Potential

Investment Objective:

  • To achieve consistent, long-term capital appreciation by taking a comprehensive, total-market equity exposure across the entire market-capitalization spectrum—comprising Large, Mid, Small, and Micro-cap stocks—benchmarked against all-encompassing multi-cap indices like the Nifty Total Market (NSE 750) or BSE 1000.

Investment Rationale:

  1. True Multi-Cap Diversification and Automatic Asset Allocation: Investing in the full market spectrum (NSE 750 / BSE 1000) provides an all-in-one equity foundation. The stable, cash-flow-heavy Large Caps cushion the portfolio during volatile downside cycles, while Mid, Small, and Micro Caps supply an aggressive growth engine during economic upswings, smoothing out your long-term risk-return profile.
  2. Seamless Capture of the Full Corporate Lifecycle: A total market approach removes the operational friction of chasing individual capitalizations. The portfolio naturally participates in a company’s complete growth journey—nurturing it from an overlooked Micro Cap into a hyper-growth Small Cap, allowing it to compound into a market-dominant Mid Cap, and ultimately riding it all the way to an institutionalized Large Cap status.
  3. Uncompromised Exposure to India’s Broad Economic Engine: While large indices like the Nifty 50 only reflect structural, globalized multi-national players, the broader 750 to 1000 stock indices reflect the true pulse of the entire Indian economy. It bridges the gap between global macroeconomic themes (represented by Large Caps) and hyper-local, specialized domestic emerging themes like rural consumption, tier-2 infrastructure, and localized manufacturing sub-components (captured via Mid to Micro Caps).

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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