3 Equity Scripts Long Term Growth Model Portfolio | Industry – AeroDefence | Rebalancing Monthly | Future Risk may Exceed 75% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Invest in aerospace and Defence companies positioned for significant growth through modernization and increased government focus on security.

Investment Rationale:
Strategic Sector with Government Support: The aerospace and Defence industry benefits from strong government backing, increased Defence expenditure, and policies promoting domestic manufacturing under initiatives like ‘Make in India,’ ensuring long-term growth.

Growing Domestic and Export Markets: With rising regional security needs and global demand for Defence equipment, companies in this sector are poised to benefit from both domestic procurement and international exports, offering attractive growth potential.

Technological Advancements and Innovation: Continuous investments in research, development, and technology upgrades enhance product capabilities, margins, and competitiveness, positioning aerospace and Defence stocks for sustained long-term growth compared to 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.”