About the Smallcase

• IIndia’s manufacturing sector presents a compelling long-term opportunity due to the robust growth and strategic initiatives. Key positives driving growth include Make in India, PLI, Industrial Corridor Development Program, increased infrastructure investments (PPP), favourable FDI policies, Tariff triggered export opportunities and availability of skilled workforce.
• India’s manufacturing sector is experiencing rapid expansion, as evidenced by its impressive Purchasing Managers’ Index (PMI) which reached 58.1 in Mar 2025, indicating a healthy and robust growth trajectory, highest across large global economies.
• The Production Linked Incentive (PLI) scheme has been transformative. It has attracted Rs 1.46 lakh crore in investments by August 2024 which has led to Rs 12.5 lakh crore increase in production value, Rs 4 lakh crore increase in exports, and creation of approximately 9.5 lakh jobs, and an overall boost to domestic manufacturing capabilities.
• To achieve India’s ambitious $2 trillion export target by 2030, with $1 trillion each in merchandise and services, the country needs to boost its merchandise exports from the current $450 billion to $1 trillion, requiring a year-on-year growth rate of around 12%.
• Indian economy’s transition towards a manufacturing oriented economy is expected to take the share of industries in GVA to more than 30% and thus positions this to be a nearly $3 trillion opportunity over the next decade.
• These factors collectively position India’s manufacturing sector as a prime opportunity for long-term investment and this curated portfolio aims to identify potentially high-growth and undervalued companies from a focused pool of more than 900 companies from 12 key industries such as Construction & Engineering, Machinery, Equip. & Comp., Materials, Energy, Utilities and other Support Sectors.

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NOTE:

• LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 4 Lakhs.
• SIP: For a lower starting amount, do an SIP of INR 7K per month.
• Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.
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