PrimeInvestor Auto++
Managed by PrimeInvestor
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 90,428
Double the auto opportunity. Play the revival and the transformation with Auto ++
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 90,428
2Y CAGR
34.81%
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
35.07
NA
5.61
NA
0.78
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
2.51
NA
2.13
NA
47.29
NA
Pro
NA
Pro
NA
Pro
Relative
NA
32.79
NA
2.61
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
Constituents | Rebalance Frequency |
---|---|
14 | quarterly |
Last Rebalance | Next Rebalance |
---|---|
Dec 6, 2023 | Mar 6, 2024 |
About the smallcase
The auto and auto component sectors have had a rough 2-3 years, and not just related to Covid. But different factors point to a clear revival in this space. More, the auto sector is undergoing a transformation in design and technology. Our PrimeInvestor Auto++ smallcase is built on two pillars:
- Revival: Key segments of commercial vehicles and passenger vehicles are picking up. Continued demand from the logistics sector, opening up of the economy and growth, Govt spending on infrastructure, and the government PLI scheme can keep up the impetus. Prices of inputs such as steel and other commodities may cool off, helping reduce margin pressures.
- Transformation: EV adoption is leading to software defined architecture in future vehicles with more advanced driver assisted systems (ADAS). Automotive plants are going for higher levels of automation. Even auto ancillaries are increasing the level of automation they adopt. Companies aiding this growth and transformation are a differentiated play on the auto sector.
This is an opportunity to get in at the start of the upswing at reasonable valuations.
The PrimeInvestor Auto++ portfolio splits into 3 segments:
- Auto ancillaries catering to both domestic and global markets, that piggyback on the auto sector growth
- Auto OEMs across auto segments, to play the revival in demand
- Technology companies that provide the auto sector with the technology to take it to the next level of growth and transformation
Launch Date
Jun 24, 2022
Subscription Fees
₹ 1,475/3m
Factsheet
Download key points for this smallcase
About the Manager
PrimeInvestor
Manages 3 smallcases
PrimeInvestor is an unbiased, independent, personal finance research platform. We empower you with simple, meaningful and actionable investment insights, recommendations, and solutions so you can confidently build wealth for any need. We discover the best investment products for you across stocks, ETFs, mutual funds, bonds, gilts, fixed deposits, NPS, and insurance. We also provide a range of research tools across these product classes to enable you to do your own research.
SEBI Registration No: INH200008653
Disclosures