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ABSL MF’s new Infrastructure Index Fund will use the new and well constructed BSE Infrastructure Index which is designed to provide healthy participation across 5 key infra verticals with sector and stock caps that govern weights of its 30 stock portfolio.
Power sector (capped at 30%) along with power financiers (almost 10%) account for the largest portion of the portfolio. Power as a theme seems to check off all boxes today – strong demand, healthy earnings visibility and reasonable valuations.
Construction and engineering (30%) is pivotal for manufacturing revival – which is the biggest secular theme in our market this decade. October’s correction has helped address some of the valuation concerns in this sector.
Transport, energy and infrastructure financiers make up the rest of this innovatively designed index.
Deepak says infrastructure is a decadal investment opportunity and this new fund offers a much more sensible way to participate in it, given the design of the index which gives breathing space for mid and small cap segment leaders too while staying true to label by clearly defining 5 core themes that comprise the index.
I need a joint meeting with your team for expend business as there are huge potential
Infrastructure: The Backbone of Economic Growth
Received lot of useful information
