25 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Mid & Small Cap 400 | Rebalancing Monthly | Future Risk may Exceed 25% | AllETFs Composition is 85% | 12 Months Subscription Plan

“Investment Objective:
Target high-growth opportunities in mid- and small-cap stocks for aggressive long-term capital appreciation.

Investment Rationale:
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.
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.
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. 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.”