GDR: Green Energy, Defense, Railway

All publicly traded companies which have majority business coming from either the Green Energy Sector, Defense Sector, or the Railway Sector.

The team does in-depth research on the stocks in the defined universe, conducting thorough research on the industry as well as each particular stock. Team will also perform scuttlebutt style of research as and when required.

The research team applies certain valuation filters to extrude a list of constituents which have significant valuation comfort. Then the research process helps us deduce the reasoning for the market value and also find out any merits on the constituent level.

The following parameters are considered when deciding the weights for constituents: <ul><li>Valuation Comfort</li><li>Management Comfort/Corporate Governance</li><li>Clear right to win for the business</li><li>Balanced Diversification versus the rest of the portfolio.</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

GDR: Green Energy, Defense, Railway Tracker

The best of defense, railway, and green energy companies in the portfolio that grows with India.

GDR: Green Energy, Defense, Railway Tracker

Overview

Stocks & Weights

At a Glance

Holdings Distribution