40 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Industrials | Rebalancing Monthly | Future Risk may Exceed 35% | Debt ETFs Composition is 10% | 12 Months Subscription Plan

“Investment Objective:
Capture growth in logistics, infrastructure, and manufacturing sectors driving economic expansion.

Investment Rationale:
Driver of Economic Expansion: The industrial sector is crucial for India’s infrastructure development and manufacturing growth, offering significant long-term prospects for revenue and profit expansion.

Beneficiary of Government Policies and Infrastructure Spend: Initiatives like ‘Make in India’ and increased public investments in infrastructure boost demand for industrial goods, supporting strong earnings growth.

Adoption of Technology and Sustainability: Advances in automation, green manufacturing, and Industry 4.0 increase efficiency and margins, positioning industrial stocks for higher returns compared to less technologically integrated sectors or asset classes.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”