3 Equity Scripts Long Term Growth Portfolio | Theme - Reits & Invits | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Theme – Reits & Invits | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹1,250.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Reits & Invits
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 ₹ 50,000
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:

  • To generate stable, predictable cash distributions paired with long-term capital appreciation by investing in a diversified portfolio of listed Indian Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs).

Investment Rationale:

  1. High, Mandated Periodic Yields: By SEBI regulation, Indian REITs and InvITs must distribute at least 90% of their Net Distributable Cash Flows (NDCF) to unitholders on a regular basis (typically quarterly or semi-annually). This provides investors with a highly visible, stable yield derived directly from underlying commercial rental contracts, highway tolls, and power transmission fees.
  2. Institutional-Grade Diversification with Low Capital Entry: These hybrid instruments democratize access to premium, large-scale commercial real estate and national infrastructure assets that are otherwise financially out of reach for individual retail investors. Investors gain fractional ownership of highly resilient, professionally managed portfolios—such as Tier-1 office parks, premium malls, and power grids—with the ease and liquidity of trading a regular stock on the NSE or BSE.
  3. Superior Risk-Adjusted Returns and Portfolio Insulation: Historically, the Nifty REITs & InvITs Index has demonstrated structural resilience, yielding an impressive 12.72% five-year CAGR with a standard deviation significantly lower than traditional equities. This lower volatility makes them a powerful defensive asset class, shielding portfolios from macro-equity downturns while offering inflation-linked rental escalations and asset value compounding.

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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