MMG Manufacturing smallcase

The MMG Manufacturing Smallcase Theme selects stocks from a well-defined universe of companies that reflect India's push toward self-reliance and industrial growth. These are businesses that stand to gain from key government policies like Make in India, PLI schemes, and the China Plus One shift in global supply chains. The selection spans across large, mid, and small-cap companies operating in high-growth areas such as infrastructure, pharma, fintech, renewables, and electric mobility. The focus is on identifying businesses with strong fundamentals, growth potential, and a strategic role in India’s journey to becoming a global manufacturing hub. The portfolio favors companies that demonstrate innovation, policy alignment, and scalability, forming a strong foundation for long-term, sustainable returns within the manufacturing space.

The MMG Manufacturing Smallcase Theme is built on a strong and disciplined research framework that combines deep fundamental analysis with structured, data-driven methods. Our process begins with a thorough evaluation of macroeconomic trends, government policies, and sector-specific developments, ensuring each stock aligns with India’s long-term manufacturing growth story. We carefully assess the impact of major initiatives such as PLI schemes, infrastructure spending, and the China Plus One strategy on various sectors. The research team focuses on identifying companies with solid financials, strong growth potential, sound industry positioning, and a clear competitive advantage. To maintain objectivity and consistency in decision-making, we use a proprietary rule-based system that analyzes key factors like price movement, trend strength, and momentum. This approach generates specific buy and sell signals, helping us manage risk while avoiding emotional or biased decisions. By combining strategic research with systematic execution, the MMG Manufacturing portfolio offers investors a reliable and disciplined way to benefit from India's manufacturing transformation—balancing growth potential with effective risk management.

The constituent screening process for the MMG Manufacturing Smallcase Theme is designed to identify 10–15 high-quality stocks that truly reflect India’s manufacturing resurgence. The goal is to build a focused yet diversified portfolio of companies that are not only fundamentally strong but also well-positioned to benefit from the country’s policy-driven growth.We start by defining a universe of all publicly listed companies engaged in manufacturing activities. From this universe, we apply a structured screening process that evaluates each company on multiple parameters, including:•	Financial strength and stability•	Scalability and growth potential•	Sector alignment with high-growth areas like infrastructure, pharma, fintech, renewables, and electric mobility•	Policy alignment, particularly with initiatives like Make in India, PLI schemes, and China Plus One•	Commitment to innovation and sustainable business practicesEach shortlisted stock is put through a rigorous evaluation, including detailed fundamental analysis, growth trajectory assessments, and risk-reward evaluation.This disciplined process ensures that the portfolio is made up of companies that are not only leaders in their respective segments but also play a critical role in India’s broader economic transformation.

The weightage allocation system in the MMG Manufacturing Smallcase is designed to balance growth opportunities with risk management effectively. As individual stocks perform well and their value increases, their share in the portfolio naturally grows—allowing the strongest performers to contribute more to overall returns.This portfolio follows a dynamic weighting approach, meaning allocations are regularly adjusted based on factors like sector trends, stock performance, and broader economic outlooks. It is a flexi-cap strategy, so the portfolio can shift between large, mid, and small-cap stocks depending on market conditions.For example, during times when high-growth sectors such as renewables or electric mobility show strong potential, the portfolio may increase exposure to these areas. Conversely, if macroeconomic factors or policy changes affect certain sectors, weightings are adjusted to manage risk and take advantage of new opportunities.This adaptive and diversified weighting system helps ensure that risk stays aligned with benchmarks while positioning the portfolio to benefit from India’s fast-changing manufacturing landscape.

This smallcase will be rebalanced on an as-needed basis

MMG Manufacturing smallcase Theme

Unleash India's Potential with Systematic Investing in Leading Mid & Small-Cap Manufacturing Stocks.

MMG Manufacturing smallcase Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution