15 Equity Scripts Long Term Growth Portfolio | Theme - Movement (Agri & Commercial Vehicles - Transport Services - Transport Infrastructure - Automobiles and Auto Components) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

15 Equity Scripts Long Term Growth Portfolio | Theme – Movement (Agri & Commercial Vehicles – Transport Services – Transport Infrastructure – Automobiles and Auto Components) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹28,750.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Movement (Agri & Commercial Vehicles – Transport Services – Transport Infrastructure – Automobiles and Auto Components)
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 ₹ 11,50,000
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:

  • Capitalize on growth in agricultural and commercial vehicles, transport services, and infrastructure driven by urbanization and logistics needs.

Investment Rationale:

  1. High Growth Driven by Urbanization and Industrialization: The movement sector, including transport infrastructure, vehicles, and auto components, benefits from increasing urbanization and expanding manufacturing activities, promising substantial long-term growth and earning potential.
  2. Government Initiatives and Policy Support: Initiatives like “Make in India,” infrastructure development plans, and focus on electric mobility are accelerating growth in these sectors, providing a favorable ecosystem for sustained profitability.
  3. Rising Domestic and Global Demand: Increasing intra-country trade, logistics needs, and exports of automobiles and commercial vehicles present strong revenue prospects, positioning these stocks for superior growth compared to other industries or 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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