25 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 2 – Chemicals – Metals and Mining | Rebalancing Monthly | Future Risk may Exceed 40% | Equity ETFs Composition is 65% | 12 Months Subscription Plan

“Investment Objective:
Invest in chemicals, metals, and mining sectors benefiting from industrial and infrastructure expansion.

Investment Rationale:
Strong Global Demand and Export Growth: India’s metals, mining, and chemicals sectors are driven by increasing global demand for raw materials, industrial outputs, and specialty chemicals, offering significant export revenue potential and high growth prospects.

Underpinning Infrastructure and Industrialization: Ongoing infrastructure projects, urbanization, and government initiatives like Make in India fuel domestic consumption and production, supporting sustained earnings and capacity expansion in these resource-intensive sectors.

Favorable Commodity Price Cycles and Value Creation: These sectors benefit from global commodity price trends, enabling high profit margins during up cycles, and provide substantial long-term value creation opportunities, especially with technological innovations and sustainable mining practices—making them attractive compared to other asset classes with static returns.

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.”