3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 13 - Diversified Industries - Capital Markets - Textiles | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 13 – Diversified Industries – Capital Markets – Textiles | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹4,875.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 13 – Diversified Industries – Capital Markets – Textiles
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 ₹ 1,95,000
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:

  • Diversified exposure to industries, capital markets, and textiles benefiting from macroeconomic growth and export opportunities.

Investment Rationale:

  1. Multi-Sector Growth Synergy: Diversified industries, capital markets, and textiles collectively offer a high-growth profile, with potential combined CAGR of around 12-14% driven by urbanization, export demand, and infrastructure development.
  2. Export and Global Competitiveness: Textiles and diversified industries stand to benefit from India’s increasing integration into global supply chains, boosting revenues and long-term earnings potential, unlike more niche or domestically limited sectors.
  3. Resilient Long-term Prospects: Supported by government initiatives, technological innovation, and rising domestic consumption, these sectors provide a balanced mix of growth and stability, with sustained earning potential well above other traditional asset classes over the next two decades.

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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