5 ETF Scripts Long Term Growth Portfolio | MarketCap - EquityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

5 ETF Scripts Long Term Growth Portfolio | MarketCap – EquityETFs | Rebalancing Monthly | ETFs Composition is 100% | 12 Months Subscription Plan

₹3,375.00 for 1 year

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Portfolio Parameters

Parameter Value
Scripts Group Title MarketCap – EquityETFs
Portfolio Size 5 ETF Scripts {0 Equities and 5 All ETFs}
ETFs Composition Percentage ETFs Composition is 100%
Portfolio Risk Future Risk may Exceed 30%
Minimum Annual Investment Capital ₹ 1,35,000
Optimal Investment Tenure 6 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Strong Risk Adjusted Returns Potential

Investment Objective:

  • Gain broad exposure to stocks across sectors through low-cost, liquid exchange-traded funds replicating market indices.

Investment Rationale:

  1. Broad Market Access and Diversification: Indian equity ETFs provide instant exposure to a diversified basket of stocks across sectors, reducing individual stock risk and capturing overall market growth potential.
  2. Cost-Effective and Liquid Investment: These ETFs typically offer lower expense ratios and high liquidity, enabling efficient investment and easy entry or exit compared to direct stock purchases or other asset classes.
  3. Participation in India’s Growth Trajectory: With strong macroeconomic fundamentals, demographic advantages, and ongoing reforms, equity ETFs position investors to benefit from India’s long-term economic expansion and wealth creation.

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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