3 Equity Scripts Long Term Growth Model Portfolio | Mixed Sectors 12 – Utilities – Consumer Durables – Energy – Power | Rebalancing Monthly | Future Risk may Exceed 75% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Invest in utilities, consumer durables, energy, and power sectors with steady demand from urbanization and rising middle-class incomes.

Investment Rationale:
Stable Long-term Growth: Utilities, energy, and power sectors are supported by India’s increasing energy demand and urbanization, offering consistent growth and robust earning potential over the long term.
Policy and Infrastructure Support: Government initiatives towards renewable energy, infrastructure expansion, and electrification are creating a favorable environment, unlocking significant growth and revenue opportunities in these sectors.
Resilience and Inflation Hedge: As essential service providers and producers of durable goods, these sectors tend to be more resilient during economic fluctuations, with strong potential for earnings growth and inflation protection, making them attractive for long-term investors.

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.”