Green Energy
Managed by Niveshaay
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 93,177
A portfolio of stocks, which will get benefit from the RE sector development. Rec amount > 4 lac
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 93,177
3Y CAGR
79.41%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
59.16
NA
6.63
NA
0.30
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
3.16
NA
0.23
NA
99.16
NA
Pro
NA
Pro
NA
Pro
Relative
NA
19.82
NA
1.14
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 22 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 22, 2024 | Need Basis |
About the smallcase
This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.
Major Investment Rationales -
Ø Things like solar panel installations, electric vehicle sales are at record highs.
Ø ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.
Ø Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).
Ø Climate change is set to be one of the top priorities for the world.
Ø More than a hundred countries have joined an alliance aiming for net-zero emissions by 2050.
Launch Date
Mar 22, 2021
Subscription Fees
₹ 2,999/3m
Factsheet
Download key points for this smallcase
About the Manager
Niveshaay
Manages 4 smallcases
Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks. We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.
SEBI Registration No: INA000017541
Disclosures
