Sun-powered growth: Leaders in solar energy generation and manufacturing.
| Stock | Thesis & Rationale |
|---|---|
| ADANIGREEN 25% Weight | Adani Green Energy is a leading player in the solar energy sector, with a strong pipeline of projects and a focus on renewable energy. It continues to be a good fit for the theme. |
| TATAPOWER 20% Weight | Tata Power has a significant presence in the solar energy sector and is committed to expanding its renewable energy portfolio. It remains a key holding in the basket. |
| JSWENERGY 15% Weight | JSW Energy has been increasing its focus on renewable energy, including solar power, and is a good fit for the theme. |
| WEBSOLENER 15% Weight | Websol Energy System is a new addition to the basket, as it is a leading manufacturer of solar cells and modules in India, aligning well with the theme. |
| VAKRANGEE 10% Weight | Vakrangee is a new addition to the basket, as it has been expanding its presence in the solar energy sector through its subsidiary, Vakrangee Renewable Energy. |
| SUNDRMBRAK 10% Weight | Sundram Fasteners is a new addition to the basket, as it has been increasing its focus on manufacturing components for the solar energy sector. |
| BORORENEW 5% Weight | Borosil Renewables is a manufacturer of solar glass and other renewable energy products, and while it is still a good fit for the theme, its weightage has been reduced to make room for new additions. |
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