3 Equity Scripts Long Term Growth Portfolio | MarketCap - Nifty 200 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | MarketCap – Nifty 200 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹7,500.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Nifty 200
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 ₹ 3,00,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Broaden exposure to a mix of large and mid-cap stocks aligned with India’s key economic sectors.

Investment Rationale:

  1. Diversified Exposure: The NSE 200 provides broad exposure across multiple sectors, offering a diversified investment opportunity which reduces sector-specific risks compared to niche or single-asset classes.
  2. Stable Growth and Liquidity: As a large-cap index, NSE 200 stocks tend to be more liquid and stable, providing reliable returns and lower volatility compared to midcap, smallcap, or alternative investments.
  3. Long-term Growth Potential: Riding on India’s robust economic growth, urbanization, and policy reforms, NSE 200 stocks are well-positioned for sustained long-term appreciation, offering a compelling contrast to relatively short-term or less scalable asset classes.

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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