3 ETF Scripts Long Term Growth Portfolio | MarketCap - CommodityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

3 ETF Scripts Long Term Growth Portfolio | MarketCap – CommodityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

₹2,875.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – CommodityETFs
Portfolio Size 3 ETF Scripts {0 Equities and 3 All ETFs}
ETFs Composition Percentage ETFs Composition is 100%
Portfolio Risk Future Risk may Exceed 25%
Minimum Annual Investment Capital ₹ 1,15,000
Optimal Investment Tenure 5 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Invest in a diversified basket of commodities like gold and silver for inflation hedging and portfolio diversification.

Investment Rationale:

  1. Bullion commodity ETFs, primarily gold and silver, are expected to remain attractive as long-term hedges against inflation, with the global gold market projected to reach over USD 15 trillion by 2040, growing at a CAGR of around 3-5%. Currently, gold accounts for approximately USD 11 trillion of the global market value, serving as a safe haven during economic uncertainties. With increasing geopolitical tensions, currency fluctuations, and a rising focus on wealth preservation, bullion ETFs are positioned for sustained demand and stability through 2040.

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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