3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 1 – Aero – Defence – Electrical Equipments – Telecom | Rebalancing Monthly | Future Risk may Exceed 25% | Debt ETFs Composition is 75% | 12 Months Subscription Plan

“Investment Objective:
Invest in aerospace, *, electrical equipment, and telecom sectors poised for growth from modernization and connectivity expansion.

Investment Rationale:
Strategic Growth and Government Support: These sectors are prioritized in India’s national development agenda, with substantial government investments and policies favoring aerospace, *, electrical equipment, and telecom, offering long-term growth potential.
High Barrier to Entry and Competitive Advantage: Due to their capital intensity and regulatory requirements, these sectors typically have higher barriers to entry, leading to reduced competition and the potential for sustained profitability for established players.
Urbanization and Digital Transformation: Increasing urbanization, rising * spending, and rapid adoption of telecommunications and electrical infrastructure ensure continuous demand, providing diversified growth opportunities that are less correlated with other sectors or asset classes.

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.”