40 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 18 - IT - FMCG - Energy - Health - Realty - Finance - Cement - ConstMater - Construction | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

40 Equity Scripts Long Term Growth Portfolio | Mixed Sectors 18 – IT – FMCG – Energy – Health – Realty – Finance – Cement – ConstMater – Construction | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹91,875.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Mixed Sectors 18 – IT – FMCG – Energy – Health – Realty – Finance – Cement – ConstMater – Construction
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 ₹ 36,75,000
Optimal Investment Tenure 7 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Target sectors including IT, FMCG, energy, health, real estate, finance, cement, and construction supporting comprehensive economic growth.

Investment Rationale:

  1. Diverse Growth Drivers and Resilience: These sectors collectively benefit from India’s urbanization, rising income levels, infrastructure development, and government reforms, supporting a combined high growth rate and providing diversified earning streams across essential industries.
  2. Long-Term Structural Opportunities: The growth in sectors like real estate, construction, and energy is fueled by India’s expanding urban footprint and energy needs, while FMCG, health, and finance cater to rising consumer and middle-class demands, offering sustainable earnings potential over the next few decades.
  3. Strategic Reforms and Innovation: Ongoing policy support, infrastructure investments, and technological adoption (e.g., green energy, digital finance, smart cities) enhance profitability and growth prospects, making these sectors more attractive than other asset classes that may lack such long-term tailwinds.

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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