3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 18 – IT – FMCG – Energy – Health – Realty – Finance – Cement – ConstMater – Construction | Rebalancing Monthly | Future Risk may Exceed 40% | Commodity ETFs Composition is 70% | 12 Months Subscription Plan

“Investment Objective:
Target sectors including IT, FMCG, energy, health, real estate, finance, cement, and construction supporting comprehensive economic growth.

Investment Rationale:
Diverse Growth Drivers and Resilience: These sectors collectively benefit from India’s urbanization, rising income levels, infrastructure development, and government reforms, supporting a combined high growth rate and providing diversified earning streams across essential industries.

Long-Term Structural Opportunities: The growth in sectors like real estate, construction, and energy is fueled by India’s expanding urban footprint and energy needs, while FMCG, health, and finance cater to rising consumer and middle-class demands, offering sustainable earnings potential over the next few decades.

Strategic Reforms and Innovation: Ongoing policy support, infrastructure investments, and technological adoption (e.g., green energy, digital finance, smart cities) enhance profitability and growth prospects, making these sectors more attractive than other asset classes that may lack such long-term tailwinds.

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.”