15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 14 - Utilities - Energy | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 14 – Utilities – Energy | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹18,750.00 for 1 year

Telegram Bot Command for @ShubhaangBot : /ms14_15_750000_n_0

Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 14 – Utilities – Energy
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 ₹ 7,50,000
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:

  • Focus on utilities and energy sectors supporting sustainable growth and transition to renewable energy sources.

Investment Rationale:

  1. Consistent Long-Term Growth: Utilities and energy sectors are essential services with stable demand, projecting a combined CAGR of around 8-10% driven by India’s rising energy consumption and infrastructure expansion.
  2. Government Policies and Renewable Focus: Supportive policies toward renewable energy, electrification, and infrastructure modernization are creating significant growth opportunities, enhancing earnings potential in these sectors.
  3. Resilience and Inflation Hedge: As providers of vital services, utilities and energy stocks tend to be resilient during economic cycles, offering reliable income and the potential for above-average growth compared to other asset classes over the next two decades.

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.
Compare