3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 11 – Electrical Equipment – NBFCs – Industrial Manufacturing – Iron & Steel Products – Metals & Mining | Rebalancing Monthly | Future Risk may Exceed 55% | Commodity ETFs Composition is 45% | 12 Months Subscription Plan

“Investment Objective:
Target electrical equipment, NBFCs, industrial manufacturing, and metals/mining companies driven by industrial growth and infrastructure investments.

Investment Rationale:
Strong Economic Backbone: These sectors are foundational to India’s growth, driven by infrastructure expansion, urbanization, and industrialization, providing long-term growth prospects compared to more cyclical or less strategic industries.
Government and Policy Support: Sectors like electrical equipment, metals, and mining benefit from supportive government policies, infrastructure upgrades, and increasing investment in renewable energy and manufacturing, reducing regulatory and market risks.
Global Commodity Price Linkages and Value Chains: These sectors are closely linked to global demand for metals and steel, enabling them to capitalize on international growth trends, offering higher return potential and diversification compared to other asset classes such as fixed income or traditional consumer sectors.

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.”