45 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Small Cap 250 | Rebalancing Monthly | Future Risk may Exceed 20% | Equity ETFs Composition is 90% | 12 Months Subscription Plan

“Investment Objective:
Target the high-growth potential of emerging small-cap stocks for superior long-term wealth creation.

Investment Rationale:
Higher Growth Potential: Indian smallcap stocks offer significantly greater upside potential, as emerging companies can experience rapid expansion, outperforming the more mature large-cap and midcap stocks over the long term.
Undervalued Opportunities: Smallcaps are often undervalued compared to large and midcaps, providing investors with the chance to capitalize on early-stage growth before these companies become mainstream.
Niche and Sector Alpha: Smallcap stocks often operate in niche markets or innovative sectors that are less saturated, offering unique growth avenues and higher alpha generation compared to the more established large and midcap segments.

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.”