40 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Standard Demand Sectors (Consumer Durables – Consumer Services – Realty – Automobiles and Auto Components – Services – Financial Services) | Rebalancing Monthly | Future Risk may Exceed 25% | Debt ETFs Composition is 50% | 12 Months Subscription Plan

“Investment Objective:
Focus on essential sectors like consumer durables, real estate, autos, services, and financials with steady demand fundamentals.

Investment Rationale:
Consistent Long-Term Demand and Growth: These sectors cater to fundamental consumer needs and urbanization trends, ensuring sustained demand and growth potential driven by India’s rising middle class and expanding economy.

Diversified Revenue Streams and Resilience: The broad range of sectors—from consumer durables to financial services—provides diversification, reducing risk and enabling stable earnings, especially compared to more cyclical or niche industries.

Favorable Structural Trends and Policy Support: Government initiatives promoting urban development, digital economy, and infrastructure growth, combined with rising consumer spending, create a conducive environment for these stocks to deliver superior growth and earnings over the long term.

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.”