20 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 4 - Construction - Agricultural and Commercial Vehicles - Construction Materials - Realty | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

20 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 4 – Construction – Agricultural and Commercial Vehicles – Construction Materials – Realty | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹17,500.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 4 – Construction – Agricultural and Commercial Vehicles – Construction Materials – Realty
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 ₹ 7,00,000
Optimal Investment Tenure 11 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Meaningful Risk Adjusted Returns Potential

Investment Objective:

  • Focus on construction, agricultural/commercial vehicles, and real estate sectors aligned with urbanization and infrastructure push.

Investment Rationale:

  1. Robust Infrastructure and Urbanization: India’s ongoing focus on infrastructure development, smart cities, and urban growth is driving demand for construction, real estate, and construction materials, offering substantial long-term growth and earning potential.
  2. Government Initiatives and Policy Support: Policies like the National Infrastructure Pipeline and Housing for All are fostering sector growth, attracting investments, and providing a stable environment for sustained profitability in construction, real estate, and allied sectors.
  3. Growing Agribusiness and Commercial Vehicle Demand: Expansion in agriculture productivity and logistics, along with rising investments in commercial vehicles, create new revenue streams and market opportunities, positioning these sectors for sustained growth compared to other 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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