Leading steel, aluminum, and mining stocks driving infrastructure growth.
| Stock | Thesis & Rationale |
|---|---|
| TATASTEEL 20% Weight | Remains a leading steel producer, aligning with the theme |
| HINDALCO 20% Weight | Continues to be a major player in aluminum, fitting the theme |
| JSWSTEEL 20% Weight | Key steel producer, contributing to infrastructure growth |
| VEDL 15% Weight | Diversified mining company with significant contributions to the sector |
| COALINDIA 10% Weight | Still a crucial coal supplier, but reduced weight due to environmental concerns |
| NMDC 5% Weight | Maintained for its iron ore mining, but reduced weight to accommodate new additions |
| APLAPOLLO 5% Weight | New addition, a leading steel pipe manufacturer supporting infrastructure projects |
| JINDALSTEL 5% Weight | Added for its significant steel production and contribution to infrastructure growth |
Investments in securities market are subject to market risks. Past performance is not indicative of future results. Curated baskets are for informational purposes.
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