20 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Industrial Products | Rebalancing Monthly | Future Risk may Exceed 55% | Commodity ETFs Composition is 5% | 12 Months Subscription Plan

“Investment Objective:
Target manufacturers of capital equipment, industrial machinery, and related components supporting infrastructure.

Investment Rationale:
Fundamental Role in Infrastructure and Manufacturing Growth: Industrial products form the backbone of India’s expanding infrastructure, urbanization, and manufacturing sectors, offering substantial long-term growth and earnings potential.

Boost from Government Initiatives and Capex Spending: Programs like Make in India and increased capital expenditure allocate significant funding towards industrial projects, benefiting companies in this sector.

Innovation and Adoption of Advanced Technologies: Integration of Industry 4.0, automation, and sustainable practices enhance margins and competitiveness, positioning industrial stocks for sustained superior growth over other industries or asset classes.

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.”