Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) – Equity Research Advisory

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Investment Plans

Home / Stocks Group Title / Theme - Technology (Aero & Defence - Telecom - IT - Financial Services - Media Entertainment & Publication - Automobiles & Auto Components)

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Showing 1–4 of 72 resultsSorted by price: high to low

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Minimum Annual Investment Capital

Larger capital simplifies the process of achieving optimal stocks weightage within the portfolio and provides more options to choose lower-risk plans, supporting a balanced approach between capital growth and capital preservation. Subscription plans are available for an investment amount starting from ₹30,000 and can accommodate investments exceeding ₹60 lacs. Plans tailored for investments of ₹50 lacs and above are also well-suited for larger investments, supporting investments up to ₹20 crores.

Capital above ₹ 4,00,000 (3)
Capital above ₹ 5,00,000 (3)
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Capital above ₹ 7,00,000 (9)
Capital above ₹ 12,00,000 (12)
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Capital above ₹ 16,00,000 (3)
Capital above ₹ 18,00,000 (9)
Capital above ₹ 20,00,000 (3)
Capital above ₹ 25,00,000 (15)
Capital above ₹ 30,00,000 (3)

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 1% to 70%.

Risk Tolerance Illustrations

Risk involved is morethan 10% (6)
Risk involved is morethan 15% (6)
Risk involved is morethan 20% (6)
Risk involved is morethan 25% (6)
Risk involved is morethan 30% (3)
Risk involved is morethan 35% (9)
Risk involved is morethan 40% (9)
Risk involved is morethan 45% (12)
Risk involved is morethan 50% (6)
Risk involved is morethan 55% (3)
Risk involved is morethan 60% (3)
Risk involved is morethan 70% (3)

ETFs Composition in the Portfolio

A higher allocation to ETFs in the equity portfolio improves diversification, provides exposure to both domestic and foreign Equity ETFs, and reduces overall risk. However, it may also restrict the potential for achieving higher alpha returns. Equity ETF composition levels range from 0% to 80% by the value of investment (and 0% to 40% by the portfolio size). Debt ETF composition levels range from 0% to 80% by the value of investment (and 0% to 20% by the portfolio size). Portfolios can also be built using a combination of all ETF types, including Equity ETFs, Commodity ETFs, Non-Equity ETFs, or Debt ETFs.

ETFs Composition is 0% (15)
Debt ETFs Composition is 40% (6)
Debt ETFs Composition is 60% (9)
Debt ETFs Composition is 80% (12)
Equity ETFs Composition is 40% (9)
Equity ETFs Composition is 60% (6)
Equity ETFs Composition is 80% (15)

Ideal Investment Tenure

The greater the risk associated with a portfolio, the longer the investment horizon needed to buffer against short-term market volatility and harness the potential for superior long-term returns. Similarly, even low-risk portfolios require a minimum of 3 years to accumulate meaningful capital appreciation, given the time needed for growth and compounding effects to manifest.

15 or more years (3)
12 or more years (3)
10 or more years (9)
8 or more years (21)
6 or more years (12)
5 or more years (12)
4 or more years (12)

Portfolio Size

A larger portfolio size enhances diversification across multiple companies, industries, asset classes, and securities with diverse characteristics, thereby typically reducing overall risk. The available options for portfolio size selection are 3, 5, 10, 15, and 20 securities.

20 Equity Scripts (15)
15 Equity Scripts (18)
10 Equity Scripts (18)
5 Equity Scripts (15)
3 Equity Scripts (6)

Portfolio Rebalancing Frequency

A shorter portfolio review and rebalancing period enables quicker reactions to market fluctuations, but it also leads to more transactions and higher costs. Rebalancing frequency options are weekly, monthly, and quarterly. If any scheduled rebalancing is missed, it will be initiated at the beginning of the following week.

Weekly Plan: Generally occurs on the First Monday of every week.
Monthly Plan: Generally occurs on the First Monday after the 3rd of every month.
Quarterly Plan: Generally occurs on the First Monday after the 3rd of March, June, September, and December.

Rebalancing Weekly (24)
Rebalancing Monthly (24)
Rebalancing Quarterly (24)

Stock Group Titles

Stock group titles available for selection include 14 titles under 'MarketCap', 23 titles under 'Theme', 18 titles under 'MixedSectors', and 17 titles under 'Industry' categories.

Theme - Technology (Aero & Defence - Telecom - IT - Financial Services - Media Entertainment & Publication - Automobiles & Auto Components) (72)

Annual Subscription Fee

Subscription Fee Below ₹ 10,000 (3)
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Subscription Fee Below ₹ 55,000 (9)
Subscription Fee Below ₹ 60,000 (3)
Subscription Fee Below ₹ 65,000 (3)
Subscription Fee Below ₹ 70,000 (3)

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20 Equity Scripts Long Term Growth Model Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Quarterly | Risk involved is morethan 40% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹67,511.00 every year
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20 Equity Scripts Long Term Growth Model Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Monthly | Risk involved is morethan 40% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹67,510.00 every year
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20 Equity Scripts Long Term Growth Model Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Weekly | Risk involved is morethan 40% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹67,509.00 every year
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20 Equity Scripts Long Term Growth Model Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Quarterly | Risk involved is morethan 25% | Debt ETFs Composition is 40% | 12 Months Subscription Plan
Rated 0 out of 5
₹60,955.00 every year
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M R Sai Praveen

SEBI Registered Research Analyst: INH000023560

+91 - 9916631199 support@shubhaang.com

#12, Sai Northwood Layout, Gantiganahalli, Yelahanka, Bangalore - 560064

Terms and Conditions Standard Disclosures

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of RAASB and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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