3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 11 - Electrical Equipment - NBFCs - Industrial Manufacturing - Iron & Steel Products - Metals & Mining | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 11 – Electrical Equipment – NBFCs – Industrial Manufacturing – Iron & Steel Products – Metals & Mining | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹4,625.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 11 – Electrical Equipment – NBFCs – Industrial Manufacturing – Iron & Steel Products – Metals & Mining
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 ₹ 1,85,000
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:

  • Target electrical equipment, NBFCs, industrial manufacturing, and metals/mining companies driven by industrial growth and infrastructure investments.

Investment Rationale:

  1. Strong Economic Backbone: These sectors are foundational to India’s growth, driven by infrastructure expansion, urbanization, and industrialization, providing long-term growth prospects compared to more cyclical or less strategic industries.
  2. Government and Policy Support: Sectors like electrical equipment, metals, and mining benefit from supportive government policies, infrastructure upgrades, and increasing investment in renewable energy and manufacturing, reducing regulatory and market risks.
  3. Global Commodity Price Linkages and Value Chains: These sectors are closely linked to global demand for metals and steel, enabling them to capitalize on international growth trends, offering higher return potential and diversification compared to other asset classes such as fixed income or traditional consumer sectors.

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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