• A theme that is growing fast with a fast-growing Indian economy

India has consistently achieved pole position for its economic growth rates - its forecast continuing to look bright. Such fast paced economic growth, opens significant sectoral/thematic growth opportunities, especially for themes whose impact is far reaching - Transportation and Logistics is one such key theme!

• Transportation and Logistics - a wide investing universe

This theme is spread across ~20 different industries encompassing more than 200 businesses. PVs and CVs, auto components, logistics providers, e-commerce delivery, ports, and airlines to name a few. Each with its own unique and robust growth potential.

• Multiple Growth Drivers

On the demand side - existing low vehicle penetration levels coupled with rising income can boost the auto segment. On the supply side - increased policy support to manufacturing can boost auto & ancillary production for both domestic and export market. Capacity expansion in infrastructure like rail, road, and ports along with Gati shakti scheme is a key driver to build logistics infrastructure.

• Diverse Investment Opportunities

This theme thus encompasses many sectors that can benefit from the changing and growing Indian economy and is likely to present several structural and cyclical investment opportunities

• An active thematic fund – Your Path to Growth

An actively managed equity fund with a focus on the transportation and logistics theme can grant you access to this journey of growth. Expert fund managers and analysts conduct a thorough study of the theme, selecting stocks to build a portfolio with the potential for long-term capital growth.