3 Equity Scripts Long Term Growth Portfolio | Industry - Software | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Industry – Software | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹2,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Software
Portfolio Size 3 Equity Scripts {3 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 75%
Minimum Annual Investment Capital ₹ 1,15,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Focus on innovative software solutions, SaaS, and digital services fueling India’s tech-driven growth.

Investment Rationale:

  1. Global Leadership in IT Services and Digital Transformation: India’s software industry, particularly in IT services and SaaS, is at the forefront of global digitalization, offering significant growth and revenue expansion opportunities.
  2. High Export Demand and Diversification: Strong international client base across North America and Europe reduces regional dependency, ensuring stable earnings and long-term growth prospects.
  3. Innovation and Adoption of Emerging Technologies: Continuous investments in AI, cloud computing, cybersecurity, and automation position Indian software companies for higher profit margins and sustained competitive advantage.

Investment Methodology:

  1. Universe Definition: The eligible investment universe is restricted to equities within the NSE 750 and BSE 1000 indices, alongside all exchange-traded funds (ETFs). Each constituent is subject to a rigorous qualitative screening process to verify compliance with established investment objectives and strategic rationales.
  2. Systematic Identification: Proprietary algorithms, advanced quantitative models, and technical analysis are utilized to systematically identify securities with a high probability of delivering superior returns.
  3. Data-Driven Framework: These models, thoroughly validated across diverse asset classes and various time horizons, integrate customized proprietary indicators such as momentum, volume, volatility, and trend analysis. This approach ensures that the portfolio construction process is entirely based on objective data and high-quality signals, devoid of biases, prejudices, or emotional factors.
  4. Optimisation of Security Selection: The selection of securities and their corresponding weightings within the Equity/ETF portfolio are further refined based on critical factors, including target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, and the number of quantitative and technical criteria met by each security.
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