Data Center Infra Specialists Theme

Investment Rationale

• Every data center needs Computing, Cloud Infra, redundant power and cooling, offering stable, annuity-like demand independent of AI hype cycles.

Powering the Physical Backbone of the Digital & AI Economy

• Objective: Aims to generate long-term wealth by investing in companies that build and enable data center infrastructure — the foundation of cloud computing, AI workloads, digital payments, streaming, and enterprise digitisation.

• Strategy: Constructs a focused portfolio of companies providing critical infrastructure such as data center construction, cloud-ready facilities, power management systems, cooling solutions, electrical equipment, and uptime-critical services.

• Use Case: Suitable for aggressive, future-oriented investors seeking exposure to a high-conviction infrastructure-plus-technology theme through SIPs or lump-sum investments.

Simple, Model-Driven & Theme-First Investing

• Infrastructure-Led Selection: Targets specialists in critical power, cooling, electrical systems, and cloud-enabling infrastructure — the non-negotiable layers of modern data centers.

• Structural Growth Focus: Benefits from exponential data creation, AI adoption, cloud migration, and hyperscaler capacity expansion in India.

• Balanced Allocation: Equal-weighted exposure helps reduce concentration risk while participating across the data-center value chain.