Easily search Stocks, Mutual Funds, Articles and Videos
Introduction
The fundamental approach of a thematic fund involves identifying and capitalising on "megatrends" that have the potential to outperform the broader market over an extended period. The process typically follows these steps:
Several prominent investment themes have gained traction in the global and Indian markets, driven by technological innovation, policy shifts, and evolving economic landscapes.
This thematic portfolio earlier focused on Electric Vehicles (EVs) and Green Energy, capitalising on the global transition away from fossil fuels by investing in a broad ecosystem that includes EV manufacturers, battery producers, and companies creating autonomous vehicle software and charging infrastructure.
Now we are broadening the theme to New Age Technology companies which lead the disruption, including those in Robotics, Manufacturing, Space Tech, Aerospace and Defence. The investment methodology centres on selecting firms that are either developing or heavily leveraging these technologies to revolutionise traditional industries. In the realm of sustainability, Green Energy and Battery Energy Storage Systems (BESS) companies are involved in renewable energy sources like solar and wind, as well as emerging fields such as green hydrogen and advanced battery storage. The objective is to support businesses that are integral to the global clean energy transition. The Manufacturing theme has also gained momentum, particularly in India, due to government initiatives like "Make in India." There is a diverse range of manufacturing companies that are benefiting from shifts in global supply chains and government incentives.
More nascent but promising themes include Space Tech and Aerospace and defence manufacturing. The expansion of the digital economy has also given rise to Data Centres as an investment theme, targeting companies that build and operate these crucial facilities and provide the necessary hardware, software, and uninterrupted power solutions.
The scheme is benchmarked to the BSE 500 as the index constituents reflect the underlying fund’s universe in the best possible manner. The composition of the aforesaid benchmark is such that it is most suited for comparing the performance of the Scheme.
Stay Ahead of the Game with New Perspectives - Exploring the Next Big Ideas
As a part of thematic investing, we are looking to expand the universe of our portfolio. We have already employed major disruptive themes like future mobility and climate change, in which we have introduced companies engaged in the Electric Vehicles and Green Energy domains. Now, we are hunting for some new disruptive themes that are going to drive the next cycle of innovation.
Disruption is a sub-category of thematic investing. By investing in such disruptor companies, the investors can ride on the outsized investment opportunity over the next 10, 20, or 30 years. As most of these themes will likely grow for decades, some may experience plateauing growth as their industries mature.
So, let’s position your portfolio for the ideas that are already shaping tomorrow. Structural shifts are transforming how and where money is being invested. Understanding and addressing these changes is crucial. By providing new perspectives, these themes can help us think beyond the traditional ways of classifying investments. These new disruptive themes offer important ways to make sense of and navigate some of the complex forces that will drive tomorrow’s returns. They represent solutions for the future and an action case today.
We have used a proprietary methodology to optimise portfolio allocations with appropriate weights and diversification across different themes.
Stock Selection Approach
Here we are with a portfolio that benefits from the adoption of future disruptive innovations across different industries. The portfolio is based on the next big ideas over the coming decades. We have considered themes like Renewable Energy, Electric Vehicle, Space Technology, Aerospace and Defence.
As a part of expanding the universe of this portfolio, we are looking for some new disruptive themes driving the next cycle of innovation.
We have tried to do an in-depth analysis of the stocks in these themes by providing scores to stocks based on many quantitative and qualitative parameters like PE ratio, PB, Debt to Equity ratio, PEG Ratio, EV/EBITDA, Beta, ROCE, Sales Growth, Profit Growth, Market Share Analysis, Moat and Moat Dynamics scores, Employee Reviews, Management Compensation as a Percentage of Sales, Earnings Quality and many more.
An important factor that has been considered is the obligation of the company towards the theme, so the capital investments committed by these companies as a percentage of their revenue into these themes have played a critical role in the stock selection process.
Investment objective
The aim is to generate long-term returns by investing in a concentrated portfolio of Indian companies in the next big ideas with disruptive themes. The idea is to pick stocks that are performing well and have the potential to grow based on the in-depth FIVEG analysis.
Strategy
Buy and hold investments with a time horizon of 5 years in stocks with strong fundamental characteristics.
Methodology
Sector-wise breakup of the portfolio
Is this model portfolio for you?
This portfolio is meant for seasoned investors with a high-risk appetite, with a time horizon of at least 5 years. The stock weights are calculated using their respective scores as per our proprietary FIVEG analysis.
The expected average rate of return from a portfolio is 15-18% over time. In its best year, it might gain 25-30%, and in its worst year, it could decline by the same scale.
Is disruption a theme for you?
“Embracing disruption ultimately means investors should consider not just risks, but even future opportunities”
The growth in disruptive investments has been substantial, with increased investor interest and the arrival of next-big ideas. Disruptive companies may shape what the market looks like for years to come. Thematic investing with new disruptive themes may focus on long-term trends that are still developing and in a nascent stage.
Hence, we recommend this portfolio for seasoned equity investors with high-risk appetites who are looking for extra growth and alpha. Such aggressive investors can consider this investment opportunity and become a part of upcoming decade-growth stories.
Time Horizon - Min. 5 years
Rebalancing - Quarterly
Benchmark - BSE 500 TRI Index
Important Dates:
Inception Date - February 28th, 2022
Launch Date - March 4th, 2022
Market Cap Category - Multi Cap
Last Rebalancing on August 23rd, 2025
Next Rebalancing on November 22nd, 2025
Trailing Returns as of 29th August 2025..
This chart shows the portfolio’s cumulative performance since its inception until the latest month-end. The NextGen Opportunities (Earlier EV and Green) Model Portfolio is compared against the S&P BSE500 TRI Index’s cumulative returns.
Disclaimer: The information on this site is provided for reference purposes only and should not be misconstrued as investment advice. Under no circumstances does this information represent a recommendation to buy or sell stocks. All these portfolios are created based on our experts’ experience in the market. These Model Portfolios are prepared by a SEBI-registered RA.
Download
