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

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

₹104,625.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – ESGStrong
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 ₹ 41,85,000
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:

  • Generate long-term capital appreciation with enhanced risk-adjusted returns by allocating to Indian-listed companies demonstrating superior ESG (Environmental, Social, and Governance) performance and sustainable corporate governance.

Investment Rationale:

  1. Lower long-term risk and greater resilience:  Strong ESG practices reduce exposure to regulatory, environmental, and reputational shocks, improving downside protection for investors.
  2. Potential for superior risk-adjusted returns: Companies with excellent ESG profiles often show better operational efficiency, governance, and long-term strategic alignment, supporting sustainable earnings and investor returns.
  3. Improved access to capital and stakeholder support: High ESG scores attract institutional investors, preferential financing, and customer loyalty, enhancing growth prospects and valuation multiples.

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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