15 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Nifty 50 | Rebalancing Monthly | Future Risk may Exceed 60% | Equity ETFs Composition is 15% | 12 Months Subscription Plan

“Investment Objective:
Invest in India’s top 50 blue-chip stocks offering liquidity, stability, and consistent growth.

Investment Rationale:
Stable and Mature Portfolio: The NSE 50 comprises India’s largest and most established companies, offering stability, consistent dividend income, and lower volatility compared to midcap or smallcap stocks.
Liquidity and Transparency: As a highly liquid index, NSE 50 stocks enjoy higher trading volumes, better corporate governance, and greater regulatory oversight, reducing risks associated with less regulated asset classes.
Long-term Growth in a Growing Economy: Capitalizing on India’s demographic dividend, urbanization, and structural reforms, NSE 50 stocks are positioned for sustained long-term growth, providing an attractive alternative to fixed income or niche investment options.

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.”