India's sunrise sector focusing on chip design, testing, and manufacturing ecosystems.
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 |
|---|---|
| DIXON 25% Weight | Leading EMS player expanding into semiconductor packaging. |
| CGPOWER 20% Weight | Established the first major OSAT plant in India with Renesas. |
| NETWEB 20% Weight | Exclusive Indian player in high-end AI servers and GPU systems. |
| BEL 20% Weight | Strategic player in defence-grade semiconductors and sensors. |
| VEDL 15% Weight | Aggressively pursuing the first silicon fab in India. |