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Auto Advantage

Capturing India’s automotive boom through rising stars and key suppliers.


Suitable For

Moderate Investors

PE Ratio

14.97

Min. Investment

₹17,933

Recommended Investment

Upto 25 Lacs

1M CAGR

-0.75%


Performance

Current value of ₹ 100 invested at inception would be:

₹ 99.25

₹ 98.18

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

About this smallcase

Why should you invest in this smallcase?

Contributing 7.1% to India’s GDP, automotives are expected to go from a $126 billion industry to a $200 billion industry by 2030. That’s a CAGR of almost 15%. This is expected because the demand for vehicles is rising with:


  1. The growing population of youth, and 
  2. The increasing size of paychecks. 


India’s current per capita GDP is over ₹2.2 lakhs, a 60% increase since 2014 It’s a huge factor in the increasing demand for automobiles and premiumization trend in the country. 


Auto’s Growing Demand In India 


  • Currently, only 8% of total Indian households own a car which shows the magnitude of opportunity available for the sector. 
  • Household income has grown three times in the last fifteen years, and families with higher incomes are now demanding more vehicles than ever. 
  • In FY23 alone, passenger vehicle sales grew by 27%. The segment is expected to see a 7-8% CAGR over the next five years
  •  The electric vehicle (EV) market is set for even stronger growth, with an anticipated 35% CAGR until 2032.


About Our Portfolio


  • The Auto Advantage portfolio is a curated combination of small auto players, a concentrated portfolio of 8-10 stocks, ideal for investors looking to have a position in the auto sector. 
  • This portfolio includes auto ancillaries—companies that produce essential components for automobiles. As the industry expands, so do these companies. 
  • This portfolio benefits from multiple government support initiatives - Automotive Mission Plan, FAME, and PLI schemes for auto. 
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Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.

Why This Pricing?
₹3,540₹2,360

3 Months

₹ 787 / mo

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₹5,900₹4,720

6 Months

₹ 787 / mo

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₹9,440₹7,080

12 Months

₹ 590 / mo

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FAQs

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

By subscribing to a smallcase, you get access to the stocks and weights that are within the portfolio, since we are integrated with 16 of the major brokers in the country, the process of investing in the portfolio, rebalancing in a timely manner, as well as topping up becomes super easy and a one click process. Subscription is a fixed cost regardless of the amount that you choose to invest in the smallcase.

Taxes for smallcases of stocks follow the same guidelines as for individual equities. Short-term capital gains tax of 15% applies to stocks sold within 12 months, excluding losses. Long-term capital gains tax of 10% applies to stocks sold after 12 months with gains exceeding Rs. 1,00,000, effective from April 1, 2018. For more information, please refer to the FAQs provided by the Central Board of Direct Taxes - http://incometaxindia.gov.in/News/FAQ-on-LTCG.pdf.

Dividends are taxed in the hands of recipients at their applicable rates.

Green Portfolio smallcases are currently available on several brokers including Alice blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5 paisa, ICICI direct, Dhan, Fundzbazar, and Fisdom. To explore and invest in smallcases, you can log in to your existing account with any of these brokers or open a Demat & trading account with them.

You can schedule a one-on-one meeting with our team and clear all your doubts by scheduling a call here.

You can find the refund policy here.
Investment Performance

Principal Amount

Duration

Gold

Bank FD

Equity Smallcap

Auto Advantage

Auto Advantage

Subscribe at ₹590 per month