Stock Basket
High-Risk Manufacturing Upside Basket
Manufacturing and PLI beneficiaries with high growth sensitivity.
Total Stocks
10
Total Weight
100%
Sectors
5
Categories
3
Stock Holdings
Tata Motors
Weight
12%
Manufacturing scale and EVs
Automobilelarge cap
Ashok Leyland
Weight
11%
CV cycle recovery
Automobilelarge cap
Dixon Technologies
Weight
11%
Electronics manufacturing
Electronicslarge cap
Amara Raja Energy
Weight
9%
Battery transition
Energy Storagelarge cap
CG Power
Weight
10%
Electrical equipment turnaround
Capital Goodslarge cap
Kaynes Technology
Weight
9%
EMS capacity expansion
Electronicssmall cap
Syrma SGS
Weight
9%
Electronics manufacturing services
Electronicssmall cap
Elin Electronics
Weight
9%
Consumer electronics ODM
Electronicssmall cap
JBM Auto
Weight
10%
EV components
Auto Ancillariesmid cap
Sona BLW Precision
Weight
10%
EV driveline tech
Auto Ancillarieslarge cap
Sector Allocation
Automobile
23%Tata Motors12%
Ashok Leyland11%
2 stocks
Electronics
38%Dixon Technologies11%
Kaynes Technology9%
Syrma SGS9%
Elin Electronics9%
4 stocks
Energy Storage
9%Amara Raja Energy9%
1 stock
Capital Goods
10%CG Power10%
1 stock
Auto Ancillaries
20%JBM Auto10%
Sona BLW Precision10%
2 stocks