5 Equity Scripts Long Term Growth Portfolio | Theme - Standard Demand Sectors (Consumer Durables - Consumer Services - Realty - Automobiles and Auto Components - Services - Financial Services) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

5 Equity Scripts Long Term Growth Portfolio | Theme – Standard Demand Sectors (Consumer Durables – Consumer Services – Realty – Automobiles and Auto Components – Services – Financial Services) | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹9,750.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Standard Demand Sectors (Consumer Durables – Consumer Services – Realty – Automobiles and Auto Components – Services – Financial Services)
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 ₹ 3,90,000
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:

  • Focus on essential sectors like consumer durables, real estate, autos, services, and financials with steady demand fundamentals.

Investment Rationale:

  1. Consistent Long-Term Demand and Growth: These sectors cater to fundamental consumer needs and urbanization trends, ensuring sustained demand and growth potential driven by India’s rising middle class and expanding economy.
  2. Diversified Revenue Streams and Resilience: The broad range of sectors—from consumer durables to financial services—provides diversification, reducing risk and enabling stable earnings, especially compared to more cyclical or niche industries.
  3. Favorable Structural Trends and Policy Support: Government initiatives promoting urban development, digital economy, and infrastructure growth, combined with rising consumer spending, create a conducive environment for these stocks to deliver superior growth and earnings over the long term.

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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