MMG Manufacturing Smallcase Theme is a carefully curated model portfolio built to leverage India’s emergence as a global manufacturing and innovation hub. With strong support from government initiatives like Make in India, PLI schemes, and the China Plus One strategy, this theme aligns seamlessly with the Atmanirbhar Bharat vision and taps into the structural growth story of Indian manufacturing.

India’s manufacturing sector is entering a golden phase, with its GDP contribution expected to rise from 15% to 20%, creating a $1 trillion opportunity in the coming years. The MMG Manufacturing portfolio includes 10–15 high-potential stocks across market capitalizations, selected to benefit from policy reforms, export opportunities, and rising global demand.

Core focus areas include Defence, which is undergoing rapid modernization and indigenization, and Electronic Manufacturing, fueled by growing demand in consumer electronics, EVs, and industrial automation. These sectors not only drive innovation but also strengthen India’s self-reliance and export capabilities.

The portfolio also offers exposure to high-growth industries like infrastructure, renewables, pharma, fintech, and electric mobility, making it a well-diversified play on India’s industrial transformation.

Best suited for investors with a 3+ year horizon and capital between ₹5–15 lakhs, this smallcase provides a unique opportunity to ride India's next multi-year manufacturing boom.