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

“Investment Objective:
Capitalize on consumer durables and services sectors driven by rising disposable incomes and urban lifestyle upgrades.

Investment Rationale:
Rapid Growth Driven by Rising Disposable Incomes: India’s expanding middle class and urbanization are fueling demand for consumer durables and services, projected to grow at a CAGR of around 12-14%, offering significant long-term earning potential.

Sector Resilience and Consumer Loyalty: These sectors are backed by essential and discretionary consumer spending, providing a resilient revenue base even during economic fluctuations and ensuring steady cash flows.

Digital and Technological Innovation: The adoption of e-commerce, smart homes, and digital services is transforming consumer lifestyles, creating new revenue streams and opportunities for higher profitability compared to other industries or traditional 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.”