3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 14 – Utilities – Energy | Rebalancing Monthly | Future Risk may Exceed 15% | Debt ETFs Composition is 85% | 12 Months Subscription Plan

“Investment Objective:
Focus on utilities and energy sectors supporting sustainable growth and transition to renewable energy sources.

Investment Rationale:
Consistent Long-Term Growth: Utilities and energy sectors are essential services with stable demand, projecting a combined CAGR of around 8-10% driven by India’s rising energy consumption and infrastructure expansion.
Government Policies and Renewable Focus: Supportive policies toward renewable energy, electrification, and infrastructure modernization are creating significant growth opportunities, enhancing earnings potential in these sectors.
Resilience and Inflation Hedge: As providers of vital services, utilities and energy stocks tend to be resilient during economic cycles, offering reliable income and the potential for above-average growth compared to other asset classes over the next two 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.”