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Growth Investing

AI & Data Center Model

AI & Data Center Model

Min. investment: ₹76883

Rs. 1,599.00
Rs. 1,599.00
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Rs. 2,599.00

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Rs. 3,999.00

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SEBI Registered

SEBI Registered

20+ Years Experience

20+ Years Experience

15k+ Happy Customers

15k+ Happy Customers

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Why Consider This Portfolio?

The Growth Investing AI & Digital Infrastructure Portfolio focuses on companies building the physical and digital backbone that supports AI computing, cloud services, hyperscale data centers, and India’s expanding digital economy.

As data localisation, cloud adoption, and AI workloads scale, demand for reliable power, cooling, connectivity, and infrastructure grows regardless of which technology platforms lead. This portfolio is designed to provide long-term exposure to that foundational layer.

How the Strategy Works :

  • Infrastructure-First Theme Focus
    The portfolio invests in companies involved in data center development, critical power and cooling systems, electrical equipment, network infrastructure, and AI-ready computing enablement.
  • End-to-End Ecosystem Coverage
    Exposure spans the full stack — from land and power infrastructure to connectivity and high-density compute readiness — rather than a single segment.
  • Structural Growth Alignment
    The strategy is aligned with long-term drivers such as AI adoption, cloud migration, digital payments growth, 5G rollout, and India’s push to become a global data hub.
  • Balanced Portfolio Construction
    Stocks are equally weighted, helping manage concentration risk across companies and sub-segments.

Risk Profile & Investment Suitability :

  • Infrastructure-Backed Digital Theme
    While linked to technology trends, demand for infrastructure is driven by capacity needs and regulatory requirements, not short-term tech cycles.
  • Long-Duration Opportunity
    The portfolio is suited for investors who can remain invested through interim volatility while infrastructure adoption compounds over time.

Investment Details :

  • Theme: AI & digital infrastructure
  • Portfolio Style: Theme-based, rules-driven
  • Weighting: Equal-weight allocation
  • Investment Horizon: Long-term
  • Risk Profile: Moderate to high
  • Investment Mode: SIP and lump sum

A structured approach to participating in the infrastructure enabling India’s AI- and cloud-led digital growth.

Stocks & ETFs

14

Rebalance Frequency

Quaterly

Last Rebalance

--

Next Rebalance

April 1, 2026

GENERAL QUESTIONS

Everything you need to know before getting started.

Does this portfolio invest in AI software companies? +

No. The focus is on infrastructure and enablement, not AI applications or software platforms.

How is this different from a technology or IT portfolio? +

This strategy targets the physical and network infrastructure layer that supports digital services, rather than IT services or consumer tech businesses.

Is demand for this infrastructure dependent on specific platforms? +

No. Infrastructure demand benefits regardless of which AI or cloud platforms dominate, as capacity and connectivity remain essential.

How is risk managed in this portfolio? +

Risk is managed through diversification across the infrastructure stack, equal-weight allocation, and ongoing monitoring.

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