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GDR: Green Energy, Defense, Railway

The best of defense, railway, and green energy companies in the portfolio that grows with India.

Suitable For

Aggressive Investors

PE Ratio

38.33

Min. Investment

₹53,363

Recommended Investment

Upto 25 Lacs

4M CAGR

6.35%

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Performance
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Subscripiton Plans
FAQs

Performance

Current value of ₹ 100 invested at inception would be:

₹ 106.35

₹ 97.4

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.

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About this smallcase

Why should you invest in this smallcase?

The power trio of defense, railways, and energy sectors. The Indian government's focus on indigenization, modernization, & sustainability drives growth, offering significant opportunities for investors.


Why These Sectors?


Energy: The Indian energy sector is currently valued at around $150 billion & it’s expected to reach $250 billion by 2030. Through programs like Green Energy Corridor Projects, National Solar Mission, and more schemes, the govt push towards renewable energy is at its peak. 


Rail: The rail sector in India has seen substantial investment from the government. committing over $130 billion toward modernization by 2030. This sector has grown as high-speed rail projects, metro expansions, & dedicated freight corridors come online.


Defense: India’s defense sector, currently valued at around $80 billion, is expected to reach $150 billion by 2030 with increasing govt. spending & the 'Make in India' initiative. 

Defense Production & Export Promotion Policy, & Industrial corridors for defense, and more initiatives, defense is heavily supported by the govt.


Our Portfolio


  • As a defensive portfolio of just 10-12 stocks, it capitalizes on the combined opportunity size of $200 billion in this power trio of Indian industries. 
  • In this portfolio, we have both direct and indirect beneficiaries of government incentives, going deep into the value chains to find niches that grow when these sectors do.
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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

GDR: Green Energy, Defense, Railway

GDR: Green Energy, Defense, Railway

Subscribe at ₹590 per month
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Subscribe at ₹590 per month

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