3 Equity Scripts Long Term Growth Portfolio | MarketCap - Micro Cap 250 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | MarketCap – Micro Cap 250 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹105,500.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Micro Cap 250
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 ₹ 42,20,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Exceptional Risk Adjusted Returns Potential

Investment Objective:

  • To achieve aggressive, long-term capital compounding by tracking the performance of the Nifty Microcap 250 Index, which captures the 250 emerging enterprises ranked immediately beyond the Nifty 500.

Investment Rationale:

  1. Institutional-Grade Framework for an Overlooked Asset Class: The index systematically structures 250 companies ranked from 501 to 750 by market capitalization. This rule-based, diversified approach mitigates the extreme governance and single-stock operational risks of manual micro-cap picking, allowing investors to safely capture broad exposure to early-stage businesses with immense operating leverage.
  2. Direct Play on Domestic Capital Expenditures and Manufacturing: Unlike large-cap benchmarks dominated by traditional banking and IT service giants, the Nifty Microcap 250 offers highly targeted exposure to India’s cyclical expansion. The index leans heavily into industrial growth engines—particularly Capital Goods, Industrials, and Materials—providing an un-diluted structural play on localized manufacturing and infrastructure tailwinds.
  3. Capturing Alpha from Deep Market Inefficiencies: The micro-cap segment suffers from a severe lack of institutional research coverage, with the vast majority of these 250 constituent stocks having little to no analyst oversight. This massive information asymmetry results in significant market mispricings, allowing investors to systematically accumulate undervalued, high-potential businesses before they graduate into small-cap indices and attract institutional capital.

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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