About the smallcase

This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.

 

Major Investment Rationales -

Ø Things like solar panel installations, electric vehicle sales are at record highs.

Ø According to Goldman Sachs, spending for renewable power projects will become the largest area of energy spending in 2021.

Ø ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.

Ø Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).

Ø Climate change is set to be one of the top priorities for the world.

Ø More than a hundred countries have joined an alliance aiming for net-zero emissions by 2050.

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 22, 2021

would be
Green Energy
₹ 234.17
Equity Smallcap
₹ 116.62
AprMayJunJulAugSepOctNovDec2022FebMarAprMayJunJulAug100120140160180200220240

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.