About the smallcase
The Ram Mandir development is catalysing all-round development in Ayodhya, UP and impacting the rest of India, and eventually the World.
The Ayodhya Masterplan 2031 envisages an investment of INR 85,000 crore (~$10 Billion). Beyond this starts the Ayodhya Vision 2047 which takes the development further under the Ayodhya Development Authority. Beyond this is the UP Vision to become a Trillion Dollar Economy. The $10 billion investment is likely to result in nearly 1,50,000 jobs, cumulatively totalling a million annual jobs. The capex is likely to result in further jobs as it triggers a multiplier effect in not only Ayodhya but the surrounding 6-12 districts.
The Prime Minister, Mr. Narendra Modi, has already inaugurated projects worth INR 15,000 crores and the Global Investor Summit, UP 2023 has already received proposals for INR 49,000 crores for Ayodhya. OmniScience Capital's investment strategy for investing in "Ayodhya Stocks" is based on its Scientific Investing Framework. The universe construction starts from finding stocks which have exposure to Ayodhya's development directly and some indirectly via being exposed to the development of UP as a Trillion Dollar Economy. This allows the creation of a large initial universe which provides the ability to exercise choice and apply the stringent Scientific Investing Framework without compromising on the stock selection.
A diversified portfolio of stocks from multiple sectors and industries, which are providing value to different aspects of life in Ayodhya for residents as well as visitors, including, pilgrims, tourists and eventually government and business visitors, and which are benefiting from the Ayodhya Development, has been created.
This portfolio will evolve over time as more contracts are given out, or more announcements are made by companies about their investments in Ayodhya. In the meanwhile a set of companies which are either known to be exposed to Ayodhya, or in our opinion are likely to have exposure to Ayodhya are included in the portfolio.
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