Electronics Manufacturing Sector Tracker

Why Consider This Portfolio?

The Growth Investing Electronics Manufacturing Opportunities Portfolio focuses on companies enabling India’s transition from electronics assembly to higher-value manufacturing.

As global supply chains diversify and domestic production scales, India’s electronics ecosystem is moving toward components, precision engineering, and integrated manufacturing, supporting long-term value creation. This portfolio is designed to provide exposure to that structural shift through a diversified, theme-based approach.

How the Strategy Works :

• Manufacturing Value-Chain Focus
  The portfolio invests across key layers of electronics manufacturing, including components, PCB manufacturing, sub-assemblies, final assembly, testing, and electronics manufacturing services (EMS).
• Policy-Backed Structural Growth
  The strategy is aligned with long-term drivers such as PLI schemes, global supply-chain realignment, increasing localisation, and rising domestic electronics demand.
• Balanced Portfolio Construction
  Holdings are equally weighted, helping reduce concentration risk while maintaining exposure across the manufacturing ecosystem.

Risk Management & Investment Discipline :

• Capital-Aware Allocation
  During adverse market conditions, the strategy may reduce equity exposure and move partially or fully into cash or debt funds, based on predefined rules.
• Long-Term Orientation
  The portfolio is suited for investors who can tolerate interim volatility while participating in India’s manufacturing-led growth over time.

Investment Details :

• Theme: Electronics manufacturing & enablers
• 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 way to participate in India’s evolving electronics manufacturing value chain.