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

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

₹57,000.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Industrials
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 ₹ 22,80,000
Optimal Investment Tenure 11 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Capture growth in logistics, infrastructure, and manufacturing sectors driving economic expansion.

Investment Rationale:

  1. Driver of Economic Expansion: The industrial sector is crucial for India’s infrastructure development and manufacturing growth, offering significant long-term prospects for revenue and profit expansion.
  2. Beneficiary of Government Policies and Infrastructure Spend: Initiatives like ‘Make in India’ and increased public investments in infrastructure boost demand for industrial goods, supporting strong earnings growth.
  3. Adoption of Technology and Sustainability: Advances in automation, green manufacturing, and Industry 4.0 increase efficiency and margins, positioning industrial stocks for higher returns compared to less technologically integrated sectors or asset classes.

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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