15 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Evergreen sectors | Rebalancing Monthly | Future Risk may Exceed 60% | Commodity ETFs Composition is 10% | 12 Months Subscription Plan

“Investment Objective:
Target sectors resilient to economic cycles like healthcare, FMCG, and utilities ensuring stable long-term returns.

Investment Rationale:
Stable and Resilient Growth: Evergreen sectors such as healthcare, FMCG, and utilities are essential for daily life, ensuring consistent demand, making them less cyclical and providing stable long-term earning potential compared to more volatile industries.

Structural Demand and Demographic Advantage: Driven by India’s growing population, rising incomes, and urbanization, these sectors continually expand, offering sustainable growth opportunities over decades.

Resilience During Market Fluctuations: Due to their fundamental nature, evergreen sectors tend to outperform during economic downturns, providing a reliable income stream and capital appreciation, making them attractive compared to other industries or 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.”