India Capex & Manufacturing Theme

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GrowthThematicSector Tracker

A thematic basket focused on India’s capex, manufacturing, power and electrification cycle.

Min. Investment
₹ 1,92,666.052
No. of Stocks
11
stocks
Rebalance Freq.
Quarterly
every 3 months
Volatility
moderate risk
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 ·
Subscribe to unlock
StockSectorWeight
D
DIXON
Consumer Goods
6%
U
ULTRACEMCO
Construction
7%
N
NTPC
Power
7%
P
POWERGRID
Power
8%
P
POLYCAB
Industrial Products
8%
C
CGPOWER
Capital Goods
8%
C
CUMMINSIND
Industrial Products
8%
S
SIEMENS
Capital Goods
10%
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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.
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