Possible Future Portfolio Risk

Portfolios with higher risk levels are tailored for investors with a greater risk appetite, aiming for superior risk-adjusted long-term growth. While these portfolios focus on maximising returns over the long term, they are also characterised by increased volatility and short-term fluctuations, requiring investors to have a higher risk tolerance to withstand potential drawdowns or losses during exit. Conversely, portfolios with lower risk levels emphasise capital preservation, offering greater stability and reduced volatility, though with more modest long-term returns—making them suitable for investors prioritising security and steady growth over higher risk-adjusted gains. Portfolio Risk levels that can be chosen range from 3% to 75%.

Monte Carlo Simulation:- Growth Multiple of a Lumpsum Investment over 20 years with 99.9% Probability.

Assumptions: 1) Portfolio risk level and Sharpe ratio are assumed to remain unchanged over the 20-year period. 2) Other than the initial lump sum investment, no additional contributions or withdrawals are made over the 20 years period. 3) Transactional costs are included in the Sharpe ratio calculations. 4) Risk free rate is assumed to be 6.5% p.a. 5) Each value in the table results from one lakh simulation trials using the Monte Carlo method. 6) Simulation results are derived using a base probability (confidence level) of 99.9%. 7) Simulation values do not predict or reflect future market conditions; they represent only possible future outcomes.

Note: This information is exclusively provided as factual data obtained from one lakh simulation trials, reflecting potential future scenarios based on values derived from backtested results. Its purpose is to enable the comparative assessment of different subscription plans. Users are strongly encouraged to exercise extreme caution when utilising this information.
"Backtesting and simulation results do not serve as indicators of future performance or guarantees of returns and they should not be interpreted as an endorsement or advertisement."

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

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35 Equity Scripts Long Term Growth Model Portfolio | Theme – Infrastructure (Construction Materials – Construction – Financial Services – Utilities – Services – Industrial Manufacturing) | Rebalancing Monthly | Future Risk may Exceed 40% | ETFs Composition is 0% | 12 Months Subscription Plan

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M R Sai Praveen

Securities Market Research Analyst