25 ETF Scripts Long Term Growth Portfolio | MarketCap - ETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

25 ETF Scripts Long Term Growth Portfolio | MarketCap – ETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

₹22,625.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – ETFs
Portfolio Size 25 ETF Scripts {0 Equities and 25 All ETFs}
ETFs Composition Percentage ETFs Composition is 100%
Portfolio Risk Future Risk may Exceed 10%
Minimum Annual Investment Capital ₹ 9,05,000
Optimal Investment Tenure 2 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Meaningful Risk Adjusted Returns Potential

Investment Objective:

  • Invest in a variety of asset classes via ETFs, including equities, commodities, and bonds, for diversified and cost-efficient market access.

Investment Rationale:

  1. Diversification and Risk Mitigation: ETFs provide exposure across multiple assets or sectors, reducing concentration risk and enhancing portfolio stability compared to investing in individual stocks or commodities.
  2. Cost Efficiency and Liquidity: ETFs typically have lower management fees and high liquidity, offering flexible trading options and cost-effective ways to access varied markets and asset classes.
  3. Leveraging Growth Potential: ETFs enable investors to participate in the long-term growth of markets, sectors, or themes, capitalizing on macroeconomic trends, technological advancements, and demographic shifts for strong earning potential.

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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