15 ETF Scripts Long Term Growth Portfolio | MarketCap - NonEquityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

15 ETF Scripts Long Term Growth Portfolio | MarketCap – NonEquityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

₹10,500.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – NonEquityETFs
Portfolio Size 15 ETF Scripts {0 Equities and 15 NonEquity ETFs}
ETFs Composition Percentage ETFs Composition is 100%
Portfolio Risk Future Risk may Exceed 15%
Minimum Annual Investment Capital ₹ 4,20,000
Optimal Investment Tenure 3 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Meaningful Risk Adjusted Returns Potential

Investment Objective:

  • Access asset classes like bonds, commodities, or currencies through ETFs for portfolio diversification.

Investment Rationale:

  1. Inflation Hedge and Stability: Bullion ETFs, primarily gold, serve as a reliable hedge against inflation and currency fluctuations, offering stability that many other asset classes like equities or commodities may lack during economic volatility.
  2. Low Correlation and Diversification: Both bullion and debt ETFs provide diversification benefits, as gold often has low correlation with equity markets, while debt ETFs offer steady income streams, unlike more volatile asset classes such as equities or real estate.
  3. Liquidity and Accessibility: These ETFs offer easy, cost-effective access to precious metals and fixed-income markets, with high liquidity and transparency, making them more convenient and accessible alternatives compared to physical bullion or direct debt instruments.

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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