20 Equity Scripts Long Term Growth Portfolio | Industry - FMCG | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

20 Equity Scripts Long Term Growth Portfolio | Industry – FMCG | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹25,625.00 for 1 year

Telegram Bot Command for @ShubhaangBot : /fmcg_20_1025000_n_0

Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Industry – FMCG
Portfolio Size 20 Equity Scripts {20 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 55%
Minimum Annual Investment Capital ₹ 10,25,000
Optimal Investment Tenure 11 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Invest in fast-moving consumer goods serving essentials and daily needs with resilient demand.

Investment Rationale:

  1. Resilient Demand and Defensive Nature: FMCG stocks benefit from consistent consumer need for essentials, providing stable earnings and lower volatility compared to cyclical industries or asset classes during economic downturns.
  2. Rapid Urbanization and Rising Disposable Incomes: Growing middle-class populations and increasing disposable incomes drive sustained consumption of FMCG products, offering long-term growth and strong earning potential.
  3. Product Innovation and Market Expansion: Continuous innovation, branding, and expansion into rural markets enable FMCG companies to capture new consumer segments and boost margins, ensuring attractive returns relative to other sectors.

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.
Compare