20 Equity Scripts Long Term Growth Model Portfolio | Theme – G-Factor above 4 | Rebalancing Monthly | Future Risk may Exceed 55% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Invest in stocks with strong operational efficiency indicators, indicating superior profitability and competitive strength.

Investment Rationale:
Consistent Growth from Strong Fundamental Factors: G-Factor stocks, characterized by above-average return ratios (such as ROE and ROCE above 4), demonstrate superior operational efficiency and profitability, offering higher long-term earnings potential compared to other industries or passive asset classes.

Quality and Resilience: These companies tend to have robust management, competitive advantages, and strong balance sheets, making them more resilient during economic cycles and providing a safer, growth-oriented investment avenue.

Growth Driven by Innovation and Market Leadership: G-Factor stocks often lead in their sectors due to innovation, market share, and industry positioning, enabling them to capitalize on structural growth trends in India, thus delivering sustainable returns and higher growth potential over the long term.

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.”