S No.

Name Sector Segment Market cap (in thousand cr)

1 Tata Power Power Largecap 39.21
2 Polycab Electrical Largecap 29.22
3 Greenpanel Building material Smallcap 3
4 Tata Elexsi IT Largecap 26.14
5 Kotak Mahindra Bank BFSI Largecap 343
6 Asian Paints Building material Largecap 290
7 Praj Industries Manufacturing Midcap 6.62
8 Dixon Technologies Electronics Largecap 26.2
9 Mastek IT Smallcap 5.3
10 Sun Pharma Pharma Largecap 160
11 SAIL Steel Largecap 50.89
12 Deepak Nitrite Speciality Chemicals Largecap 26.2
13 Angel Broking BFSI Midcap 7.6
14 Marico FMCG Largecap 68
15 Info Edge Internet Largecap 69
16 Escorts Automobile Midcap 16.2
17 Bluedart Logistics Midcap 13
18 Suven Pharmaceutical Pharma Midcap 11.99
% allocation
8%
9%
7%
8%
11%

10%

7%
8%
7%
7%

9%
9%
Rationale
Future outlook is bright considering expected growth in power generation industry given the government's push. Also, it h
Robust All-round Performance, Launch of ‘Project Leap’ to Catapult Growth. Poly cab has good forward-backward integera
Increase in Medium Density Fiberboard (MDF demand). Expected CAGR of 15-18% for the next 5 years.
Tata Elxsi, has a strong presence in sectors such as automotive, healthcare, media and communications, and transportatio
Has been a compounder over the last decade and has more scope in comparison to ICICI and HDFC. Future outlook looks d

Ethanol-petrol blending percentage has been increased by the government regulations. This places Praj Industries in a swe