40 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Nifty 500 | Rebalancing Monthly | Future Risk may Exceed 25% | AllETFs Composition is 75% | 12 Months Subscription Plan

“Investment Objective:
Diversify across 500 stocks representing the broader Indian equity landscape for comprehensive market coverage.

Investment Rationale:
Comprehensive Market Exposure: The NSE 500 provides access to a broad spectrum of sectors and companies across India, offering diversified growth opportunities and reducing sector-specific risks compared to niche or single-asset classes.
Balanced Risk-Reward Profile: It combines large-cap stability with mid and small-cap growth potential, delivering higher long-term returns than fixed income or cash assets while maintaining lower volatility than pure small-cap investments.
Aligned with India’s Growth Story: Capitalizing on India’s demographic dividend, urbanization, and economic reforms, NSE 500 stocks are positioned for sustained long-term growth, providing a compelling alternative to traditional asset classes like real estate or commodities.

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.”