15 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Nifty 200 | Rebalancing Monthly | Future Risk may Exceed 55% | Equity ETFs Composition is 35% | 12 Months Subscription Plan

“Investment Objective:
Broaden exposure to a mix of large and mid-cap stocks aligned with India’s key economic sectors.

Investment Rationale:
Diversified Exposure: The NSE 200 provides broad exposure across multiple sectors, offering a diversified investment opportunity which reduces sector-specific risks compared to niche or single-asset classes.
Stable Growth and Liquidity: As a large-cap index, NSE 200 stocks tend to be more liquid and stable, providing reliable returns and lower volatility compared to midcap, smallcap, or alternative investments.
Long-term Growth Potential: Riding on India’s robust economic growth, urbanization, and policy reforms, NSE 200 stocks are well-positioned for sustained long-term appreciation, offering a compelling contrast to relatively short-term or less scalable asset classes.

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.”