35 Equity Scripts Long Term Growth Portfolio | MarketCap - Mid Cap 150 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

35 Equity Scripts Long Term Growth Portfolio | MarketCap – Mid Cap 150 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹66,125.00 for 1 year

Telegram Bot Command for @ShubhaangBot : /md150_35_2645000_n_0

Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Mid Cap 150
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 ₹ 26,45,000
Optimal Investment Tenure 8 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Invest in leading mid-cap stocks known for solid earnings growth and market influence.

Investment Rationale:

  1. Higher Growth Potential: India’s midcap stocks are expected to grow at a CAGR of around 13-15%, offering the opportunity for significantly higher returns compared to fixed income or large-cap equities.
  2. Undervalued and Emerging Opportunities: Midcap stocks often represent emerging companies with strong growth prospects that are undervalued or overlooked by the broader market, providing superior upside potential.
  3. Diversification and Risk-Reward Balance: Investing in midcap stocks offers a balanced risk-reward profile, capturing the benefits of potential high growth while diversifying beyond traditional asset classes like bonds or developed market equities.

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.
Compare