Bet on India's self-reliance (Atmanirbharta) in defence production and aerospace.
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 |
|---|---|
| HAL 25% Weight | Sole fighter jet and helicopter manufacturer for India. |
| BEL 20% Weight | Defence electronics giant with massive order book. |
| MAZDOCK 15% Weight | Leading shipbuilder and submarine manufacturer. |
| BDL 15% Weight | Exclusive manufacturer of missiles for Indian armed forces. |
| GRSE 15% Weight | Specialized in fast patrol vessels and frigate construction. |
| COCHINSHIP 10% Weight | Largest ship repair and aircraft carrier builder. |