35 Equity Scripts Long Term Growth Portfolio | Industry - Capital Goods | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

35 Equity Scripts Long Term Growth Portfolio | Industry – Capital Goods | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹97,625.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Capital Goods
Portfolio Size 35 Equity Scripts {35 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 40%
Minimum Annual Investment Capital ₹ 39,05,000
Optimal Investment Tenure 8 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 companies manufacturing machinery and equipment vital for infrastructure and industrial growth.

Investment Rationale:

  1. Driving Infrastructure and Industrial Expansion: Capital goods firms are at the forefront of India’s infrastructure buildup and manufacturing growth, offering substantial long-term growth and earning potential.
  2. Benefiting from Policy Support and Domestic Demand: Government initiatives like ‘Make in India’ and rising private investment create a conducive environment for sector expansion and higher profitability.
  3. Global Competitiveness through Technological Upgrades: Adoption of Industry 4.0, automation, and renewable energy solutions enhances margins and positions capital goods companies for sustained growth outperforming many other assets.
    Currently, India ranks among the top global producers of engineering goods, supported by Government initiatives like Make in India and PLI schemes.
    With increasing adoption of automation, green technologies, and export focus, the sector is well-positioned for sustained growth and global competitiveness 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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