45 Equity Scripts Long Term Growth Portfolio | MarketCap - Small Cap 250 & Micro Cap 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

45 Equity Scripts Long Term Growth Portfolio | MarketCap – Small Cap 250 & Micro Cap 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹132,000.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Small Cap 250 & Micro Cap 500
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 ₹ 52,80,000
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:

  • Investing in Indian Small & Micro Cap stocks presents a high-growth opportunity aimed at capturing long-term capital appreciation by targeting early-stage enterprises that stand to benefit from India’s structural economic transformation.

Investment Rationale:

  1. High-Growth Alpha Potential: Small and micro-cap companies operate at a smaller revenue base, allowing them to scale rapidly compared to large-cap giants. This operating leverage can translate into exponential earnings growth, offering investors substantial alpha and the opportunity to discover the multi-bagger stocks of tomorrow.
  2. Direct Play on Domestic Economic Expansion: Unlike large caps, which are heavily influenced by global macroeconomic factors, small and micro-cap businesses are predominantly focused on the domestic market. They are the primary beneficiaries of India’s structural tailwinds, such as financialization, localized manufacturing (Make in India), and rapid infrastructure development.
  3. Under-Researched and Mispriced Opportunities: The micro and small-cap segments suffer from low institutional coverage and limited analyst oversight. This lack of public information creates significant market inefficiencies, enabling diligent investors to identify and acquire fundamentally strong, undervalued businesses before they are noticed by institutional funds.

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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