Focus is on stocks with good 'Growth' Potential (G) in Small & Mid-cap segments
Investment Rationale
- Indian Economy has grown approx. by about 10 times in the past 25 years, from about 350 bn USD GDP to about 3.5 trillion USD in 2023. A similar growth trajectory has the potential to place Indian Economy as a Strong Middle Income Nation, in the coming few decades.
- Growth Sectors in India include, (i) Chemicals, (ii)Pharma, (iii)Fintech, (iv)Technology etc.
- On a lower base, select small & mid-cap cos are likely to grow much faster than large-cap cos, particularly in niche-segments
- This smallcase attempts to capture select small & midcap cos (with occasional large-cap) that have the potential to grow faster - selected from across all sectors/segments of the economy.
