The best of defense, railway, and green energy companies in the portfolio that grows with India.
Investment Rationale
The power trio of defense, railways, and energy sectors. The Indian government's focus on indigenization, modernization, & sustainability drives growth, offering significant opportunities for investors.
Why These Sectors?
Energy: The Indian energy sector is currently valued at around $150 billion & it’s expected to reach $250 billion by 2030. Through programs like Green Energy Corridor Projects, National Solar Mission, and more schemes, the govt push towards renewable energy is at its peak.
Rail: The rail sector in India has seen substantial investment from the government. committing over $130 billion toward modernization by 2030. This sector has grown as high-speed rail projects, metro expansions, & dedicated freight corridors come online.
Defense: India’s defense sector, currently valued at around $80 billion, is expected to reach $150 billion by 2030 with increasing govt. spending & the 'Make in India' initiative.
Defense Production & Export Promotion Policy, & Industrial corridors for defense, and more initiatives, defense is heavily supported by the govt.
Our Portfolio
- As a defensive portfolio of just 10-12 stocks, it capitalizes on the combined opportunity size of $200 billion in this power trio of Indian industries.
- In this portfolio, we have both direct and indirect beneficiaries of government incentives, going deep into the value chains to find niches that grow when these sectors do.
Performance
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About the Manager
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Min. Amount
₹ 1,63,845
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 1,63,845
Get access for ₹4720/6m
Get access for ₹4720/6m