20 Equity Scripts Long Term Growth Portfolio | Theme - PEunder15 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

20 Equity Scripts Long Term Growth Portfolio | Theme – PEunder15 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹16,875.00 for 1 year

Telegram Bot Command for @ShubhaangBot : /pe15_20_675000_n_0

Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – PEunder15
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 ₹ 6,75,000
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:

  • Seek undervalued stocks trading below 15 PE, offering potential for high upside and margin of safety.

Investment Rationale:

  1. Undervalued Opportunities with High Upside: Stocks with Price-to-Earnings (PE) ratios below 15 are typically undervalued, offering significant potential for capital appreciation as their valuations realign with intrinsic value, outperforming higher-PE, more crowded sectors.
  2. Lower Risk and Better Margin of Safety: Lower PE stocks generally imply less market optimism and lower risk of overvaluation, providing a safer investment entry point with the potential for higher risk-adjusted returns over the long term.
  3. Availability of Hidden Gems in Growing Sectors: Many PEunder15 stocks are found in high-growth sectors like commodities, manufacturing, or cyclical industries, which can deliver substantial earnings growth during economic upswings, offering superior earning potential 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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