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

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

₹86,000.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Evergreen sectors
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 ₹ 34,40,000
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 resilient to economic cycles like healthcare, FMCG, and utilities ensuring stable long-term returns.

Investment Rationale:

  1. Stable and Resilient Growth: Evergreen sectors such as healthcare, FMCG, and utilities are essential for daily life, ensuring consistent demand, making them less cyclical and providing stable long-term earning potential compared to more volatile industries.
  2. Structural Demand and Demographic Advantage: Driven by India’s growing population, rising incomes, and urbanization, these sectors continually expand, offering sustainable growth opportunities over decades.
  3. Resilience During Market Fluctuations: Due to their fundamental nature, evergreen sectors tend to outperform during economic downturns, providing a reliable income stream and capital appreciation, making them attractive compared to other industries or asset classes.

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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