30 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 2 - Chemicals - Metals and Mining | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

30 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 2 – Chemicals – Metals and Mining | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹42,750.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 2 – Chemicals – Metals and Mining
Portfolio Size 30 Equity Scripts {30 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 45%
Minimum Annual Investment Capital ₹ 17,10,000
Optimal Investment Tenure 9 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 chemicals, metals, and mining sectors benefiting from industrial and infrastructure expansion.

Investment Rationale:

  1. Strong Global Demand and Export Growth: India’s metals, mining, and chemicals sectors are driven by increasing global demand for raw materials, industrial outputs, and specialty chemicals, offering significant export revenue potential and high growth prospects.
  2. Underpinning Infrastructure and Industrialization: Ongoing infrastructure projects, urbanization, and government initiatives like Make in India fuel domestic consumption and production, supporting sustained earnings and capacity expansion in these resource-intensive sectors.
  3. Favorable Commodity Price Cycles and Value Creation: These sectors benefit from global commodity price trends, enabling high profit margins during up cycles, and provide substantial long-term value creation opportunities, especially with technological innovations and sustainable mining practices—making them attractive compared to other asset classes with static returns.

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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