5 Equity Scripts Long Term Growth Portfolio | MarketCap - Mid Cap 150 Small Cap 250 & Micro Cap 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

5 Equity Scripts Long Term Growth Portfolio | MarketCap – Mid Cap 150 Small Cap 250 & Micro Cap 500 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹100,250.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – Mid Cap 150 Small Cap 250 & Micro Cap 500
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 ₹ 40,10,000
Optimal Investment Tenure 14 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Exceptional Risk Adjusted Returns Potential

Investment Objective:

  • To achieve aggressive, long-term capital appreciation by building a diversified portfolio of Indian Mid, Small, and Micro-Cap stocks that capture early-to-mid-stage business growth across expanding domestic sectors.

Investment Rationale:

  1. Participation Across the Full Growth Lifecycle: Combining mid, small, and micro-cap stocks allows investors to target companies at various stages of expansion. Micro caps offer pure early-stage incubation, small caps provide rapid scaling, and mid caps deliver operational stability and market leadership potential, creating a continuous pipeline of future large-cap enterprises.
  2. Domestically Driven structural Growth Tailwinds: Unlike large-cap companies that are heavily exposed to global macroeconomic headwinds and foreign currency fluctuations, mid, small, and micro-cap companies are deeply integrated into India’s domestic economy. They serve as a direct play on high-growth themes like the localized manufacturing boom, domestic consumption patterns, and aggressive infrastructure modernization.
  3. Exploiting Information Asymmetry for High Alpha: While mid-cap companies are moderately tracked, small and micro-cap segments receive minimal analyst coverage and institutional research. This creates massive informational inefficiencies in the market, allowing discerning investors to spot undervalued, high-quality businesses and purchase them at significant discounts before broad institutional ownership drives up valuations.

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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