25 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Mid Cap 150 | Rebalancing Monthly | Future Risk may Exceed 45% | Debt ETFs Composition is 25% | 12 Months Subscription Plan

“Investment Objective:
Invest in leading mid-cap stocks known for solid earnings growth and market influence.

Investment Rationale:
Higher Growth Potential: India’s midcap stocks are expected to grow at a CAGR of around 13-15%, offering the opportunity for significantly higher returns compared to fixed income or large-cap equities.
Undervalued and Emerging Opportunities: Midcap stocks often represent emerging companies with strong growth prospects that are undervalued or overlooked by the broader market, providing superior upside potential.
Diversification and Risk-Reward Balance: Investing in midcap stocks offers a balanced risk-reward profile, capturing the benefits of potential high growth while diversifying beyond traditional asset classes like bonds or developed market equities.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”