40 Equity Scripts Long Term Growth Portfolio | Industry - Financial Services | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

40 Equity Scripts Long Term Growth Portfolio | Industry – Financial Services | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹65,125.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Financial Services
Portfolio Size 40 Equity Scripts {40 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 35%
Minimum Annual Investment Capital ₹ 26,05,000
Optimal Investment Tenure 7 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Focus on diversified financial activities including insurance, asset management, and fintech driving inclusion.

Investment Rationale:

  1. Accelerating Financial Inclusion and Economic Growth: India’s expanding economy and government initiatives are driving increased access to banking, insurance, and other financial services, offering significant long-term growth and earning opportunities.
  2. Diversified Revenue Streams and Market Penetration: The sector’s broad scope—encompassing banks, NBFCs, fintech, and insurance—provides varied income sources and deep market penetration, amplifying profitability compared to more niche industries.
  3. Technological Innovation and Digital Adoption: Widespread adoption of digital platforms, mobile banking, and financial technology enhances efficiency, asset quality, and margins, positioning the sector for sustained superior growth over other asset classes or industries.

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.
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