15 Equity Scripts Long Term Growth Portfolio | Industry - Finance | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Industry – Finance | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹24,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Finance
Portfolio Size 15 Equity Scripts {15 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 60%
Minimum Annual Investment Capital ₹ 9,95,000
Optimal Investment Tenure 12 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Broaden exposure to sector encompassing banking, NBFCs, and financial intermediaries supporting economic growth.

Investment Rationale:

  1. Driven by Economic Growth and Financial Inclusion: India’s expanding economy and government-driven initiatives to increase financial inclusion create a strong foundation for sustained growth and high earnings potential in the finance sector.
  2. Diversified Revenue Streams and Market Penetration: The industry encompasses banking, NBFCs, insurance, and fintech, offering varied income sources and significantly expanding customer base, enhancing profitability compared to other sectors.
  3. Technological Advancements and Digital Ecosystem: Adoption of digital banking, mobile payments, and innovative financial products promote operational efficiency and higher margins, positioning the sector for superior long-term growth over other asset classes.

Investment Methodology:

  1. Universe Definition: The eligible investment universe is restricted to equities within the NSE 750 and BSE 1000 indices, alongside all exchange-traded funds (ETFs). Each constituent is subject to a rigorous qualitative screening process to verify compliance with established investment objectives and strategic rationales.
  2. Systematic Identification: Proprietary algorithms, advanced quantitative models, and technical analysis are utilized to systematically identify securities with a high probability of delivering superior returns.
  3. Data-Driven Framework: These models, thoroughly validated across diverse asset classes and various time horizons, integrate customized proprietary indicators such as momentum, volume, volatility, and trend analysis. This approach ensures that the portfolio construction process is entirely based on objective data and high-quality signals, devoid of biases, prejudices, or emotional factors.
  4. Optimisation of Security Selection: The selection of securities and their corresponding weightings within the Equity/ETF portfolio are further refined based on critical factors, including target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, and the number of quantitative and technical criteria met by each security.
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