Stock Basket
High-Risk Emerging Growth Plays
High beta emerging themes with turnaround and platform risk.
Total Stocks
10
Total Weight
91%
Sectors
8
Categories
3
Stock Holdings
Zomato
Weight
10%
Platform scalability
Internetlarge cap
One97 Communications
Weight
9%
Fintech operating leverage
Fintechlarge cap
FSN E-Commerce
Weight
9%
Beauty e-commerce growth
E-Commercemid cap
Delhivery
Weight
9%
Logistics scale-up
Logisticsmid cap
Adani Green Energy
Weight
11%
Aggressive renewable expansion
Renewable Energylarge cap
Tata Motors
Weight
11%
EV optionality
Automobilelarge cap
Suzlon Energy
Weight
10%
Wind cycle recovery
Renewable Energymid cap
Inox Wind
Weight
10%
Wind EPC leverage
Renewable Energysmall cap
Vodafone Idea
Weight
6%
Turnaround optionality
Telecomlarge cap
Yes Bank
Weight
6%
Recovery play
Bankinglarge cap
Sector Allocation
Internet
10%Zomato10%
1 stock
Fintech
9%One97 Communications9%
1 stock
E-Commerce
9%FSN E-Commerce9%
1 stock
Logistics
9%Delhivery9%
1 stock
Renewable Energy
31%Adani Green Energy11%
Suzlon Energy10%
Inox Wind10%
3 stocks
Automobile
11%Tata Motors11%
1 stock
Telecom
6%Vodafone Idea6%
1 stock
Banking
6%Yes Bank6%
1 stock