5 Equity Scripts Long Term Growth Portfolio | Industry - Automobile & Auto Components | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

5 Equity Scripts Long Term Growth Portfolio | Industry – Automobile & Auto Components | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹10,500.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Industry – Automobile & Auto Components
Portfolio Size 5 Equity Scripts {5 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 70%
Minimum Annual Investment Capital ₹ 4,20,000
Optimal Investment Tenure 14 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Capitalize on India’s growing automobile market and the shift towards electric vehicles and modern technologies.

Investment Rationale:

  • The Indian automobile and auto components industries are projected to grow beyond USD 250 billion by 2040, driven by a CAGR of around 8-10%, fueled by increasing urbanization, EV adoption, and export expansion. Currently, India ranks as the fifth-largest vehicle manufacturer globally, with a rapidly expanding middle class and government incentives for electric mobility. With ongoing investments in green technologies, advanced manufacturing, and global supply chain integration, the industry is well-positioned for sustained long-term growth through 2040.

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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