
IC
India Capex & Manufacturing Theme
by Commodity Samachar
Return till date
A thematic basket focused on India’s capex, manufacturing, power and electrification cycle.
Subscription Price
₹2,499/ 6Month
Quarterly rebalancing with full rationale
Buy / Reduce / Exit alerts in real time
1-tap execution via Dhan
Stocks/ETFs
11 stocks · | Stock | Sector | Weight |
|---|---|---|
D DIXON | Consumer Goods | |
U ULTRACEMCO | Construction | |
N NTPC | Power | |
P POWERGRID | Power | |
P POLYCAB | Industrial Products | |
C CGPOWER | Capital Goods | |
C CUMMINSIND | Industrial Products | |
S SIEMENS | Capital Goods |
Portfolio Overview
Volatility
RebalancingQuarterly
Total Holdings11 stocks
SEBI Regulated Advisory
This portfolio is managed by a SEBI-registered Research Analyst. Registration No. INH000017781.
India Capex & Manufacturing Theme
Start investing in quality
Indian compounders today.
Indian compounders today.
11 stocks. SEBI-regulated. 1-tap execution via Dhan. Quarterly rebalancing with full written rationale.
Starting from
₹2,499 / 6Month
SEBI Reg. INH000017781 · Past performance not indicative of future results