“Investment Objective:
Gain broad exposure to stocks across sectors through low-cost, liquid exchange-traded funds replicating market indices.

Investment Rationale:
Broad Market Access and Diversification: Indian equity ETFs provide instant exposure to a diversified basket of stocks across sectors, reducing individual stock risk and capturing overall market growth potential.

Cost-Effective and Liquid Investment: These ETFs typically offer lower expense ratios and high liquidity, enabling efficient investment and easy entry or exit compared to direct stock purchases or other asset classes.

Participation in India’s Growth Trajectory: With strong macroeconomic fundamentals, demographic advantages, and ongoing reforms, equity ETFs position investors to benefit from India’s long-term economic expansion and wealth creation.

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.”