Electronics Manufacturing Sector Tracker

India’s electronics value chain is moving from assembly to high-value manufacturing, driving sustained ROCE expansion.

Building Bharat’s Electronics Factory for the World

• Objective: Aims to generate long-term wealth by investing in companies powering India’s rise as a global electronics manufacturing hub — spanning components, assemblies, and integrated manufacturing services.
• Strategy: Constructs a focused portfolio of businesses involved in electronics manufacturing services (EMS), component suppliers, PCB manufacturers, precision engineering, and electronics enablers benefiting from India’s manufacturing push.
• Use Case: Ideal for aggressive, long-term investors seeking exposure to a policy-backed, export-oriented manufacturing theme through SIPs or lump-sum investments.

Simple, Model-Driven & Theme-First Investing

• Manufacturing Value-Chain Approach: Covers key layers of electronics manufacturing — components, sub-assemblies, final assembly, and testing — reducing dependency on any single segment.
• Structural Growth Tailwinds: Benefits from PLI schemes, global supply-chain diversification, rising domestic demand, and increasing localisation of electronics production.
• Balanced Allocation: Equal-weighted exposure helps manage concentration risk while participating across the manufacturing ecosystem.

Risk Discipline

• Capital Discipline: Moves to Cash/Debt funds in adverse market conditions