“Investment Objective:
Invest in a diversified basket of commodities like gold and silver for inflation hedging and portfolio diversification.

Investment Rationale:
Bullion commodity ETFs, primarily gold and silver, are expected to remain attractive as long-term hedges against inflation, with the global gold market projected to reach over USD 15 trillion by 2040, growing at a CAGR of around 3-5%. Currently, gold accounts for approximately USD 11 trillion of the global market value, serving as a safe haven during economic uncertainties. With increasing geopolitical tensions, currency fluctuations, and a rising focus on wealth preservation, bullion ETFs are positioned for sustained demand and stability through 2040.

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.”