15 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Capital Goods | Rebalancing Monthly | Future Risk may Exceed 40% | Equity ETFs Composition is 75% | 12 Months Subscription Plan

“Investment Objective:
Invest in companies manufacturing machinery and equipment vital for infrastructure and industrial growth.

Investment Rationale:
Driving Infrastructure and Industrial Expansion: Capital goods firms are at the forefront of India’s infrastructure buildup and manufacturing growth, offering substantial long-term growth and earning potential.

Benefiting from Policy Support and Domestic Demand: Government initiatives like ‘Make in India’ and rising private investment create a conducive environment for sector expansion and higher profitability.

Global Competitiveness through Technological Upgrades: Adoption of Industry 4.0, automation, and renewable energy solutions enhances margins and positions capital goods companies for sustained growth outperforming many other assets.
Currently, India ranks among the top global producers of engineering goods, supported by Government initiatives like Make in India and PLI schemes.
With increasing adoption of automation, green technologies, and export focus, the sector is well-positioned for sustained growth and global competitiveness through 2040.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”