smartvalues - infrastructure Theme

smartvalues - infrastructure Theme

by Lamron Analysts

This is a basket of 10 infrastructure stocks that should benefit from the growth of India.

Overview

Stocks & Weights

At a Glance

Stocks
10
Rebalance Frequency

Manager rebalances the smallcase as per their judgement and needs of the market. Subscribers and investors will receive notifications whenever the smallcase undergoes rebalancing.

Need Basis
Last Rebalance
Oct 6, 2025
Next Rebalance

Manager rebalances the smallcase as per their judgement and needs of the market. Subscribers and investors will receive notifications whenever the smallcase undergoes rebalancing.

Need Basis
Check latest rebalance updates issued by the manager
Understand how rebalancing works.

Holdings Distribution

Largecap

10.00%

Midcap

30.00%

Smallcap

60.00%
Compare fundamental ratios of smartvalues - infrastructure Theme vs. Equity Smallcap.

Closed smallcase

The manager has closed this smallcase for fresh subscribersExisting subscribers can still access the smallcase details & choose to continue investing in it

Reason for closing:
The infrastructure theme has played out and we donot see much benefit in continuation of this basket

Min. Amount

₹ 2,62,017

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 2,62,017

smallcasessmartvalues - infrastructure ThemeConstituents