MMG Green Energy & EV smallcase

The MMG Green Energy &amp; EV smallcase selects stocks from a well-defined universe focused on India’s most promising and high-growth sectors—Green Energy, Electric Vehicles (EVs), Data Centers, and Recycling. These sectors are at the heart of India's transition toward a sustainable, technology-driven, and low-carbon future.Our stock universe includes:✅ All publicly traded companies listed on the National Stock Exchange (NSE) of India, covering over 90% of India’s total market capitalization, ensuring liquidity, transparency, and compliance.✅ Companies that are directly or indirectly contributing to the EV ecosystem, including electric vehicle manufacturers, battery producers, EV charging infrastructure, specialty chemicals, and green auto components.✅ Firms in the renewable energy value chain, such as solar and wind power producers, energy storage companies, smart grid infrastructure providers, and power transmission and distribution players.✅ Recycling and sustainability-focused businesses involved in plastic, e-waste, and battery recycling—supporting India’s circular economy initiative.✅ Select companies enabling the data center revolution, benefiting from the rise of AI, 5G, IoT, and cloud computing, which require clean and stable power sources.This curated universe allows us to build a thematic portfolio aligned with India’s long-term growth story, sustainability goals, and global green transition— exposure to listed, well-regulated, fundamentally strong companies.

At MyMoneyGuru, our portfolios are built around strong macroeconomic and sectoral themes. The MMG Green Energy &amp; EV smallcase captures India’s transition to clean energy and electric mobility by investing in fundamentally strong businesses aligned with these long-term growth sectors.🔍 1. Sector &amp; Theme FocusWe select companies with meaningful exposure to:• Green Energy (solar, wind, grid upgrades)• Electric Mobility (EVs, batteries, charging infra)• Recycling (e-waste, plastics, batteries)• Power Transmission &amp; Distribution• Data Centers powered by clean energy📊 2. Fundamental StrengthWe focus on:• Revenue and earnings growth• Healthy margins and return ratios• Strong balance sheets and cash flows• Strategic capital allocation• Policy alignment (PLI, FAME, etc.)Our analysis includes deep dives into company filings, investor presentations, and industry reports.📈 3. Technical Filters (Supportive Layer)We apply basic to advanced technical tools like RSI, MACD, moving averages, and price-volume breakouts to time entries and reduce volatility. These help enhance performance without overriding fundamentals.🎯 OutcomeA high-conviction, future-ready portfolio positioned to benefit from India’s green growth and sustainable investment themes.

At MyMoneyGuru, we follow a disciplined, multi-layered process to ensure only fundamentally strong and thematically relevant companies are included in the MMG Green Energy &amp; EV smallcase. This approach combines qualitative insights with quantitative rigor to build a future-ready portfolio.✅ 1. Thematic &amp; Fundamental FitWe shortlist companies aligned with Green Energy, EVs, Recycling, Power Infrastructure, and Data Centers. Each company must demonstrate thematic alignment through revenue streams and strategic investments. We assess financials, investor presentations, and policy links (e.g., FAME, PLI). Key factors: growth, profitability, capital efficiency, and sustainability.🔎 2. Qualitative &amp; Quantitative ScreeningWe evaluate leadership quality, capital allocation, and value chain positioning. Our “peripheral play” approach includes businesses indirectly benefiting from sector growth, like suppliers and enablers.🚫 3. Risk-Based ExclusionsWe apply liquidity filters, exclude stocks with high promoter pledging, and remove names with red flags (ASM/GSM lists, negative sentiment, governance issues).📈 4. Final SelectionOnly stocks that meet all criteria are included. Technical tools (RSI, price trends, volume) support timing but never override fundamentals.This ensures a high-conviction, sustainable portfolio aligned with India’s green growth.

At MyMoneyGuru, the MMG Green Energy &amp; EV smallcase is designed not just with the right set of stocks, but also with a dynamic weighting strategy that ensures balanced exposure, risk control, and long-term growth potential.🔁 1. Performance &amp; Growth-Based WeightingUnlike equal-weight portfolios, weights in this smallcase are assigned based on price momentum, historical performance, and forward-looking growth potential. This allows greater exposure to stronger, high-conviction ideas, while managing downside risk in lower visibility stocks.📊 2. Multi-Factor Weighting ModelWeight allocation considers several key factors:• Market Capitalization – Preference to scalable and liquid businesses• Management Commentary &amp; Vision – Insights from leadership on long-term direction• Theme Exposure – Business alignment with EV, renewable energy, grid modernization, and recycling• Earnings &amp; Revenue Visibility – Higher weights to companies with consistent financial delivery and sustainable demand outlook⚖️ 3. Smart Allocation for Risk &amp; Return Balance• Higher weights are assigned to companies showing strong fundamentals, momentum, and positive sector outlook• Moderate weights to growth companies with higher valuations or early-stage scalability• Lower weights to turnaround or uncertain growth stocks, maintaining exposure but limiting volatilityThis approach creates a well-diversified, conviction-driven portfolio that captures India’s clean energy and EV transformation.

This smallcase will be rebalanced on an as-needed basis

MMG Green Energy & EV smallcase Theme

Powering India’s future: Green Energy, EVs & Recycling for long-term, sustainable wealth creation.

MMG Green Energy & EV smallcase Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution