45 Equity Scripts Long Term Growth Portfolio | MarketCap - Nifty 750 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

45 Equity Scripts Long Term Growth Portfolio | MarketCap – Nifty 750 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹129,375.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Nifty 750
Portfolio Size 45 Equity Scripts {45 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 30%
Minimum Annual Investment Capital ₹ 51,75,000
Optimal Investment Tenure 6 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Extraordinary Risk Adjusted Returns Potential

Investment Objective:

  • To achieve consistent, long-term capital compounding by taking an all-inclusive exposure across the entire Indian stock market spectrum—comprising Large, Mid, Small, and Micro-cap businesses—by tracking or outperforming the Nifty Total Market Index (NSE 750)

Investment Rationale:

  1. All-Weather Portfolio Diversification: The NSE 750 structure integrates all market capitalizations into a single framework. The highly resilient, cash-flow-heavy Large Caps provide a stable cushion during volatile market downswings, while the Mid, Small, and Micro Caps serve as aggressive growth engines during economic expansions, offering an optimal balance of stability and alpha generation.
  2. Complete Structural Capture of the Corporate Lifecycle: By owning the broad market spectrum, investors eliminate the hassle and cost of manually rotating across market caps. The strategy naturally benefits from a company’s complete growth arc—incubating it as an overlooked Micro or Small Cap, compounding returns as it transforms into a dominant Mid Cap, and maintaining exposure as it scales into an institutional Large Cap leader.
  3. True Reflection of India’s Dynamic Macro-Economy: While narrow indices like the Nifty 50 are heavily weighted toward globalized services, banking giants, and commodities, the NSE 750 represents the true pulse of the broader Indian economy. It bridges the gap between global macroeconomic themes and hyper-local, domestic growth narratives like niche localized manufacturing, emerging tier-2/3 infrastructure, and specialized corporate ancillaries.

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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