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

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

₹66,750.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Small Cap 250
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 ₹ 26,70,000
Optimal Investment Tenure 6 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 the high-growth potential of emerging small-cap stocks for superior long-term wealth creation.

Investment Rationale:

  1. 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.
  2. 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.
  3. 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. 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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