20 Equity Scripts Long Term Growth Portfolio | MarketCap - Mid & Small Cap 400 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

20 Equity Scripts Long Term Growth Portfolio | MarketCap – Mid & Small Cap 400 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹34,875.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Mid & Small Cap 400
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 ₹ 13,95,000
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:

  • Target high-growth opportunities in mid- and small-cap stocks for aggressive long-term capital appreciation.

Investment Rationale:

  1. Higher Growth Potential: Indian midcap and smallcap stocks are expected to grow at a CAGR of around 13-15%, offering significantly higher returns compared to traditional asset classes like fixed income or large-cap equities.
  2. Untapped Market Opportunities: These stocks represent emerging companies and niche sectors poised for rapid expansion, providing access to innovative and entrepreneurial ventures not available in other asset classes.
  3. Favorable Demographics and Reforms: India’s young population, demographic dividend, and ongoing government reforms support long-term growth prospects for mid and smallcap stocks, making them a compelling choice for investors seeking superior wealth accumulation over the coming decades.

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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