40 Equity Scripts Long Term Growth Model Portfolio | Theme – Infrastructure (Construction Materials – Construction – Financial Services – Utilities – Services – Industrial Manufacturing) | Rebalancing Monthly | Future Risk may Exceed 35% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Invest in infrastructure, utilities, and industrial sectors supporting India’s accelerated urbanization and energy needs.

Investment Rationale:
Catalyzed by Government Policies and Investment: India’s Focus on infrastructure development, such as the National Infrastructure Pipeline, ensures sustained demand for construction materials, industrial manufacturing, and utilities, offering robust long-term growth and earning potential compared to other asset classes.

Foundation for Economic Growth: Infrastructure stocks underpin industrialization, urbanization, and economic expansion, providing a stable base for diversified growth that outpaces many other industries and asset classes over the next decades.

Export and Domestic Demand Drivers: High global demand for construction, industrial goods, and utilities, combined with increased domestic consumption and government support, creates favorable tailwinds for profitability and value creation in these sectors.

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.”