5 Equity Scripts Long Term Growth Model Portfolio | Industry – FMCG | Rebalancing Monthly | Risk involved is morethan 50% | Equity ETFs Composition is 60% | 12 Months Subscription Plan

“Investment Objective:
Invest in fast-moving consumer goods serving essentials and daily needs with resilient demand.

Investment Rationale:
Resilient Demand and Defensive Nature: FMCG stocks benefit from consistent consumer need for essentials, providing stable earnings and lower volatility compared to cyclical industries or asset classes during economic downturns.

Rapid Urbanization and Rising Disposable Incomes: Growing middle-class populations and increasing disposable incomes drive sustained consumption of FMCG products, offering long-term growth and strong earning potential.

Product Innovation and Market Expansion: Continuous innovation, branding, and expansion into rural markets enable FMCG companies to capture new consumer segments and boost margins, ensuring attractive returns relative to other sectors.

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.”