Investments in securities market are subject to market risks. Past performance is not indicative of future results. Curated baskets are for informational purposes.
| Stock | Thesis & Rationale |
|---|---|
| PERSISTENT 25% Weight | Persistent Systems continues to be a pure-play leader in AI and ML, with a strong focus on digital transformation and a robust portfolio of AI-powered solutions. |
| TATAELXSI 20% Weight | Tata Elxsi remains a key player in the AI and ML space, with a strong presence in the automotive, aerospace, and healthcare industries, and a growing portfolio of AI-powered solutions. |
| HCLTECH 15% Weight | HCL Technologies continues to invest in AI and ML capabilities, with a focus on cloud, cybersecurity, and digital transformation, making it a key integration leader in the space. |
| INFY 10% Weight | Infosys has made significant strides in AI and ML, with a focus on digital transformation, cloud, and cybersecurity, and a growing portfolio of AI-powered solutions, making it a key player in the space. |
| LTTS 10% Weight | L&T Technology Services continues to be a leader in the ER&D space, with a strong focus on AI, ML, and IoT, and a growing portfolio of AI-powered solutions. |
| COFORGE 10% Weight | Cognyte Software is a new addition, with a strong focus on AI-powered cybersecurity solutions, making it a pure-play leader in the space. |
| LTI 5% Weight | Larsen & Toubro Infotech is a new addition, with a strong focus on digital transformation, cloud, and AI-powered solutions, making it a key integration leader in the space. |
| MINDTREE 5% Weight | Mindtree continues to be a key player in the AI and ML space, with a focus on digital transformation, cloud, and cybersecurity, and a growing portfolio of AI-powered solutions. |
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