India Oil & Gas Infra Tracker

India Oil & Gas Infra Tracker

by Growth Investing


Investing across India’s oil and gas value chain—from exploration & refining to gas infrastructure

Investment Rationale

India Energy Infrastructure Strategy for Long-Term Investors

  • Objective: Aims to benefit from the long-term structural growth in India’s energy sector
  • Strategy: Invests in Companies involved in exploration, refining, gas transmission, LNG infrastructure & Gas Distribution
  • Use Case: Suitable for investors seeking diversified exposure to India’s expanding energy infrastructure and rising natural gas adoption.

Diversified Energy Value Chain Exposure

  • Upstream: Companies involved in crude oil and natural gas exploration
  • Refining: Businesses that process crude oil into petroleum products to serve transportation, industrial
  • Gas Infrastructure: Companies operating gas pipelines and LNG infrastructure
  • Gas Distribution: Companies supplying CNG for vehicles and PNG for households and industries
  • Energy Logistics: Businesses supporting storage, logistics, and operational services across the energy ecosystem.

Investment Framework

  • Diversified Allocation: Exposure across multiple segments of the energy value chain to reduce concentration risk.

Structural Growth:

  • Focused on benefiting from rising energy demand, infrastructure expansion, and increasing natural gas adoption in India.

Rebalancing: Semi-annually.

Investment Approach: Deploy capital through lump sum or staggered investments

Performance

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About the Manager

Understand smallcase costs and returns