Green Energy
Managed by Niveshaay
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 98,573
A portfolio of stocks, which will get benefit from the Renewable Energy sector development.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 98,573
3Y CAGR
78.84%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
45.61
NA
6.81
NA
0.31
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
3.21
NA
0.23
NA
99.16
NA
Pro
NA
Pro
NA
Pro
Relative
NA
19.82
NA
1.14
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 22 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 22, 2024 | Need Basis |
About the smallcase
A portfolio of stocks, that will benefit from energy transition from fossil fuel-based sources to renewable sources. This transition in power generation is driving development across the entire value chain of the sector, particularly in the transmission and distribution segments. This includes significant modernization in grid infrastructure to improve grid stability and enhancements in distribution networks to improve their efficiency.
Our smallcase also includes stocks benefitting from electric mobility and recycling industry.
Major Investment Rationales -
• The government targets 500 GW of installed renewable capacity by 2030 which requires annual installation of 27 GW and 9GW of solar and wind.
• As India and other countries modernize their grids, opportunities for towers, smart meters, transformers, etc. emerge to curtail disruptions and meet escalating demand.
• India’s EV market provides direct and indirect opportunities as it expects a 49% CAGR between 2022 and 2030, with an estimated 10 million annual sales by 2030.
• The Plastic, e-waste, and battery recycling market is expected to drive India’s circular economy initiative, and will grow at a CAGR of 25% to reach a size of US $20 billion by 2030.
Recommended Investment Amount > Rs. 4 Lakhs
Launch Date
Mar 22, 2021
Subscription Fees
₹ 2,999/3m
Factsheet
Download key points for this smallcase
About the Manager
Niveshaay
Manages 4 smallcases
Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks. We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.
SEBI Registration No: INA000017541
Disclosures
