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Green Energy

Managed by Niveshaay

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 1,10,942

A portfolio of stocks, which will get benefit from the Renewable Energy sector development.

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 1,10,942

3Y CAGR

72.45%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Small Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
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1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.57x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Thematic
Sector Tracker

+1 more

Comparable Index

Comparable Index

Equity Small Cap

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

Key details about smallcase portfolio

ConstituentsRebalance Frequency
24Need Basis
Last RebalanceNext Rebalance
Jul 18, 2024Need Basis

About the smallcase

A portfolio of stocks, that will benefit from energy transition from fossil fuel-based sources to renewable sources. This transition in power generation is driving development across the entire value chain of the sector, particularly in the transmission and distribution segments. This includes significant modernization in grid infrastructure to improve grid stability and enhancements in distribution networks to improve their efficiency. 


Our smallcase also includes stocks benefitting from electric mobility and recycling industry.


Major Investment Rationales -

• The government targets 500 GW of installed renewable capacity by 2030 which requires annual installation of 27 GW and 9GW of solar and wind.

• As India and other countries modernize their grids, opportunities for towers, smart meters, transformers, etc. emerge to curtail disruptions and meet escalating demand.

• India’s EV market provides direct and indirect opportunities as it expects a 49% CAGR between 2022 and 2030, with an estimated 10 million annual sales by 2030.

• The Plastic, e-waste, and battery recycling market is expected to drive India’s circular economy initiative, and will grow at a CAGR of 25% to reach a size of US $20 billion by 2030.


Recommended Investment Amount > Rs. 4 Lakhs

Launch Date

Mar 22, 2021

Subscription Fees

3,899/3m

Factsheet

Download key points for this smallcase

Green Energy

See all plans and benefits

Green Energy

About the Manager

Niveshaay

Manages 4 smallcases

Niveshaay

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
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