Wright 🇮🇳 New India

Invest in the Atmanirbhar Bharat theme - stocks favored by PLI, China+1 and Make In India

Returns: 5.3 % (5M)

Volatility:

High Volatility


Portfolio Update:

Monthly


Min Investment:

56871


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Even with the recent volatility in the Indian market, the stocks that have stayed resilient are the ones that come from the sectors favoured by government policies focused on making India self-reliant, future-ready and innovative.  

The term ‘Atma-Nirbhar’ has evolved from a buzzword to a solid profitable strategy. It has become essential to evaluate the impact of policy reforms and drill down into their impact on the markets.

There are three government policies that we think are important to spot winners in the current stock market

  • Make in India or Atmanirbhar-Bharat
  • Profit Linked Incentives and,
  • China plus One

This basket contains 20-25 stocks across market capitalization.

The strategy invests in atmanirbhar theme stocks using mean variance optimization and risk targeting
Equity Allocation 100%

PB Ratio

2.89

PE Ratio

34.48

Rebalancing Frequency

Monthly

Next Update

Oct. 1, 2022

Type

Thematic

Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.