{"title":"Asia","description":"\u003cp\u003ePortfolios based on Asian market\u003c\/p\u003e","products":[{"product_id":"ai-data-center-quant","title":"AI \u0026 Data Center Quant","description":"\u003ch2 data-end=\"289\" data-start=\"257\"\u003eWhy Consider This Portfolio?\u003c\/h2\u003e\n\u003cp data-end=\"529\" data-start=\"291\"\u003eThe \u003cstrong data-end=\"353\" data-start=\"295\"\u003eGrowth Investing AI \u0026amp; Digital Infrastructure Portfolio\u003c\/strong\u003e focuses on companies building the \u003cstrong data-end=\"421\" data-start=\"388\"\u003ephysical and digital backbone\u003c\/strong\u003e that supports AI computing, cloud services, hyperscale data centers, and India’s expanding digital economy.\u003c\/p\u003e\n\u003cp data-end=\"803\" data-start=\"531\"\u003eAs data localisation, cloud adoption, and AI workloads scale, demand for \u003cstrong data-end=\"665\" data-start=\"604\"\u003ereliable power, cooling, connectivity, and infrastructure\u003c\/strong\u003e grows regardless of which technology platforms lead. This portfolio is designed to provide long-term exposure to that foundational layer.\u003c\/p\u003e\n\u003ch2 data-end=\"836\" data-start=\"810\"\u003eHow the Strategy Works :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"1069\" data-start=\"838\"\u003e\n\u003cstrong data-end=\"874\" data-start=\"838\"\u003eInfrastructure-First Theme Focus\u003c\/strong\u003e\u003cbr data-end=\"877\" data-start=\"874\"\u003eThe portfolio invests in companies involved in\u003cstrong\u003e \u003c\/strong\u003edata center development, critical power and cooling systems, electrical equipment, network infrastructure, and AI-ready computing enablement.\u003c\/li\u003e\n\u003cli data-end=\"1256\" data-start=\"1071\"\u003e\n\u003cstrong data-end=\"1104\" data-start=\"1071\"\u003eEnd-to-End Ecosystem Coverage\u003c\/strong\u003e\u003cbr data-end=\"1107\" data-start=\"1104\"\u003eExposure spans the full stack — from land and power infrastructure to connectivity and high-density compute readiness — rather than a single segment.\u003c\/li\u003e\n\u003cli data-end=\"1463\" data-start=\"1258\"\u003e\n\u003cstrong data-end=\"1289\" data-start=\"1258\"\u003eStructural Growth Alignment\u003c\/strong\u003e\u003cbr data-end=\"1292\" data-start=\"1289\"\u003eThe strategy is aligned with long-term drivers such as AI adoption, cloud migration, digital payments growth, 5G rollout, and India’s push to become a global data hub.\u003c\/li\u003e\n\u003cli data-end=\"1604\" data-start=\"1465\"\u003e\n\u003cstrong data-end=\"1500\" data-start=\"1465\"\u003eBalanced Portfolio Construction\u003c\/strong\u003e\u003cbr data-end=\"1503\" data-start=\"1500\"\u003eStocks are \u003cstrong data-end=\"1534\" data-start=\"1514\"\u003eequally weighted\u003c\/strong\u003e, helping manage concentration risk across companies and sub-segments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"1652\" data-start=\"1611\"\u003eRisk Profile \u0026amp; Investment Suitability :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"1845\" data-start=\"1654\"\u003e\n\u003cstrong data-end=\"1693\" data-start=\"1654\"\u003eInfrastructure-Backed Digital Theme\u003c\/strong\u003e\u003cbr data-end=\"1696\" data-start=\"1693\"\u003eWhile linked to technology trends, demand for infrastructure is driven by capacity needs and regulatory requirements, not short-term tech cycles.\u003c\/li\u003e\n\u003cli data-end=\"2018\" data-start=\"1847\"\u003e\n\u003cstrong data-end=\"1876\" data-start=\"1847\"\u003eLong-Duration Opportunity\u003c\/strong\u003e\u003cbr data-end=\"1879\" data-start=\"1876\"\u003eThe portfolio is suited for investors who can remain invested through interim volatility while infrastructure adoption compounds over time.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"2047\" data-start=\"2025\"\u003eInvestment Details :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"2091\" data-start=\"2051\"\u003e\n\u003cstrong data-end=\"2061\" data-start=\"2051\"\u003eTheme:\u003c\/strong\u003e AI \u0026amp; digital infrastructure\u003c\/li\u003e\n\u003cli data-end=\"2142\" data-start=\"2094\"\u003e\n\u003cstrong data-end=\"2114\" data-start=\"2094\"\u003ePortfolio Style:\u003c\/strong\u003e Theme-based, rules-driven\u003c\/li\u003e\n\u003cli data-end=\"2185\" data-start=\"2145\"\u003e\n\u003cstrong data-end=\"2159\" data-start=\"2145\"\u003eWeighting:\u003c\/strong\u003e Equal-weight allocation\u003c\/li\u003e\n\u003cli data-end=\"2223\" data-start=\"2188\"\u003e\n\u003cstrong data-end=\"2211\" data-start=\"2188\"\u003eInvestment Horizon:\u003c\/strong\u003e Long-term\u003c\/li\u003e\n\u003cli data-end=\"2262\" data-start=\"2226\"\u003e\n\u003cstrong data-end=\"2243\" data-start=\"2226\"\u003eRisk Profile:\u003c\/strong\u003e Moderate to high\u003c\/li\u003e\n\u003cli data-end=\"2304\" data-start=\"2265\"\u003e\n\u003cstrong data-end=\"2285\" data-start=\"2265\"\u003eInvestment Mode:\u003c\/strong\u003e SIP and lump sum\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cblockquote data-end=\"2421\" data-start=\"2306\"\u003e\n\u003cp data-end=\"2421\" data-start=\"2308\"\u003e\u003cem data-end=\"2421\" data-start=\"2308\"\u003eA structured approach to participating in the infrastructure enabling India’s AI- and cloud-led digital growth.\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/blockquote\u003e","brand":"Growth Investing","offers":[{"title":"Yearly","offer_id":67981626769513,"sku":null,"price":8750.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0799\/2157\/8089\/files\/AI_Data_Center_Quant_08ddde01-114a-4ae5-968e-4abc6856afd0.png?v=1793866707"},{"product_id":"electronics-manufacturing-sector","title":"Electronics Manufacturing Sector","description":"\u003ch2 data-start=\"259\" data-end=\"291\"\u003eWhy Consider This Portfolio?\u003c\/h2\u003e\n\u003cp data-start=\"293\" data-end=\"477\"\u003eThe \u003cstrong data-start=\"297\" data-end=\"367\"\u003eGrowth Investing Electronics Manufacturing Opportunities Portfolio\u003c\/strong\u003e focuses on companies enabling India’s transition from \u003cstrong data-start=\"422\" data-end=\"476\"\u003eelectronics assembly to higher-value manufacturing\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-start=\"479\" data-end=\"814\"\u003eAs global supply chains diversify and domestic production scales, India’s electronics ecosystem is moving toward \u003cstrong data-start=\"592\" data-end=\"659\"\u003ecomponents, precision engineering, and integrated manufacturing\u003c\/strong\u003e, supporting long-term value creation. This portfolio is designed to provide exposure to that structural shift through a diversified, theme-based approach.\u003c\/p\u003e\n\u003ch2 data-start=\"821\" data-end=\"847\"\u003eHow the Strategy Works :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"849\" data-end=\"1088\"\u003e\n\u003cstrong data-start=\"849\" data-end=\"884\"\u003eManufacturing Value-Chain Focus\u003c\/strong\u003e\u003cbr data-start=\"884\" data-end=\"887\"\u003eThe portfolio invests across key layers of electronics manufacturing, including components, PCB manufacturing, sub-assemblies, final assembly, testing, and electronics manufacturing services (EMS).\u003c\/li\u003e\n\u003cli data-start=\"1090\" data-end=\"1297\"\u003e\n\u003cstrong data-start=\"1090\" data-end=\"1125\"\u003ePolicy-Backed Structural Growth\u003c\/strong\u003e\u003cbr data-start=\"1125\" data-end=\"1128\"\u003eThe strategy is aligned with long-term drivers such as PLI schemes, global supply-chain realignment, increasing localisation, and rising domestic electronics demand.\u003c\/li\u003e\n\u003cli data-start=\"1299\" data-end=\"1468\"\u003e\n\u003cstrong data-start=\"1299\" data-end=\"1334\"\u003eBalanced Portfolio Construction\u003c\/strong\u003e\u003cbr data-start=\"1334\" data-end=\"1337\"\u003eHoldings are \u003cstrong data-start=\"1350\" data-end=\"1370\"\u003eequally weighted\u003c\/strong\u003e, helping reduce concentration risk while maintaining exposure across the manufacturing ecosystem.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1475\" data-end=\"1518\"\u003eRisk Management \u0026amp; Investment Discipline :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"1520\" data-end=\"1708\"\u003e\n\u003cstrong data-start=\"1520\" data-end=\"1548\"\u003eCapital-Aware Allocation\u003c\/strong\u003e\u003cbr data-start=\"1548\" data-end=\"1551\"\u003eDuring adverse market conditions, the strategy may \u003cstrong data-start=\"1602\" data-end=\"1680\"\u003er\u003c\/strong\u003eeduce equity exposure and\u003cstrong data-start=\"1602\" data-end=\"1680\"\u003e \u003c\/strong\u003emove partially or fully into cash or debt funds, based on predefined rules.\u003c\/li\u003e\n\u003cli data-start=\"1710\" data-end=\"1878\"\u003e\n\u003cstrong data-start=\"1710\" data-end=\"1735\"\u003eLong-Term Orientation\u003c\/strong\u003e\u003cbr data-start=\"1735\" data-end=\"1738\"\u003eThe portfolio is suited for investors who can tolerate interim volatility while participating in India’s manufacturing-led growth over time.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1885\" data-end=\"1907\"\u003eInvestment Details :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"1911\" data-end=\"1960\"\u003e\n\u003cstrong data-start=\"1911\" data-end=\"1921\"\u003eTheme:\u003c\/strong\u003e Electronics manufacturing \u0026amp; enablers\u003c\/li\u003e\n\u003cli data-start=\"1963\" data-end=\"2011\"\u003e\n\u003cstrong data-start=\"1963\" data-end=\"1983\"\u003ePortfolio Style:\u003c\/strong\u003e Theme-based, rules-driven\u003c\/li\u003e\n\u003cli data-start=\"2014\" data-end=\"2054\"\u003e\n\u003cstrong data-start=\"2014\" data-end=\"2028\"\u003eWeighting:\u003c\/strong\u003e Equal-weight allocation\u003c\/li\u003e\n\u003cli data-start=\"2057\" data-end=\"2092\"\u003e\n\u003cstrong data-start=\"2057\" data-end=\"2080\"\u003eInvestment Horizon:\u003c\/strong\u003e Long-term\u003c\/li\u003e\n\u003cli data-start=\"2095\" data-end=\"2131\"\u003e\n\u003cstrong data-start=\"2095\" data-end=\"2112\"\u003eRisk Profile:\u003c\/strong\u003e Moderate to high\u003c\/li\u003e\n\u003cli data-start=\"2134\" data-end=\"2173\"\u003e\n\u003cstrong data-start=\"2134\" data-end=\"2154\"\u003eInvestment Mode:\u003c\/strong\u003e SIP and lump sum\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cblockquote data-start=\"2175\" data-end=\"2269\"\u003e\n\u003cp data-start=\"2177\" data-end=\"2269\"\u003e\u003cem data-start=\"2177\" data-end=\"2269\"\u003eA structured way to participate in India’s evolving electronics manufacturing value chain.\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/blockquote\u003e","brand":"Growth Investing","offers":[{"title":"Yearly","offer_id":67981626835049,"sku":null,"price":8750.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0799\/2157\/8089\/files\/Electronics_Manufacturing_Sector_8062aef6-2c17-4f1d-b444-8715df331758.png?v=1793866708"},{"product_id":"data-center-infra","title":"Data Center Infra","description":"\u003ch2 data-end=\"260\" data-start=\"228\"\u003eWhy Consider This Portfolio?\u003c\/h2\u003e\n\u003cp data-end=\"435\" data-start=\"262\"\u003eThe \u003cstrong data-end=\"323\" data-start=\"266\"\u003eGrowth Investing Data Center Infrastructure Portfolio\u003c\/strong\u003e focuses on companies that build and enable the \u003cstrong data-end=\"419\" data-start=\"371\"\u003ephysical backbone of India’s digital economy\u003c\/strong\u003e — data centers.\u003c\/p\u003e\n\u003cp data-end=\"807\" data-start=\"437\"\u003eAs cloud computing, AI workloads, digital payments, streaming, and enterprise digitisation expand, demand for \u003cstrong data-end=\"622\" data-start=\"547\"\u003ereliable power, cooling, electrical systems, and cloud-ready facilities\u003c\/strong\u003e continues to grow. This portfolio is designed to provide long-term exposure to businesses that support this essential infrastructure layer, independent of short-term technology cycles.\u003c\/p\u003e\n\u003ch2 data-end=\"840\" data-start=\"814\"\u003eHow the Strategy Works :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"1044\" data-start=\"842\"\u003e\n\u003cstrong data-end=\"876\" data-start=\"842\"\u003eInfrastructure-Led Theme Focus\u003c\/strong\u003e\u003cbr data-end=\"879\" data-start=\"876\"\u003eThe portfolio invests in companies involved in data center construction, power management, cooling solutions, electrical equipment, and uptime-critical services.\u003c\/li\u003e\n\u003cli data-end=\"1219\" data-start=\"1046\"\u003e\n\u003cstrong data-end=\"1081\" data-start=\"1046\"\u003eEnd-to-End Value Chain Exposure\u003c\/strong\u003e\u003cbr data-end=\"1084\" data-start=\"1081\"\u003eHoldings span multiple layers of the data-center ecosystem rather than a single segment, helping capture broader infrastructure growth.\u003c\/li\u003e\n\u003cli data-end=\"1405\" data-start=\"1221\"\u003e\n\u003cstrong data-end=\"1254\" data-start=\"1221\"\u003eStructural Growth Orientation\u003c\/strong\u003e\u003cbr data-end=\"1257\" data-start=\"1254\"\u003eThe strategy is aligned with long-term drivers such as\u003cstrong\u003e \u003c\/strong\u003edata creation, cloud migration, AI adoption, and hyperscaler capacity expansion in India.\u003c\/li\u003e\n\u003cli data-end=\"1574\" data-start=\"1407\"\u003e\n\u003cstrong data-end=\"1442\" data-start=\"1407\"\u003eBalanced Portfolio Construction\u003c\/strong\u003e\u003cbr data-end=\"1445\" data-start=\"1442\"\u003eStocks are \u003cstrong data-end=\"1476\" data-start=\"1456\"\u003eequally weighted\u003c\/strong\u003e, reducing reliance on any single company while maintaining diversified exposure within the theme.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"1622\" data-start=\"1581\"\u003eRisk Profile \u0026amp; Investment Suitability :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"1825\" data-start=\"1624\"\u003e\n\u003cstrong data-end=\"1666\" data-start=\"1624\"\u003eInfrastructure with Technology Linkage\u003c\/strong\u003e\u003cbr data-end=\"1669\" data-start=\"1666\"\u003eWhile closely tied to digital growth, data-center infrastructure demand is driven by capacity needs and uptime requirements, not short-term tech trends.\u003c\/li\u003e\n\u003cli data-end=\"2004\" data-start=\"1827\"\u003e\n\u003cstrong data-end=\"1859\" data-start=\"1827\"\u003eLong-Term Investment Horizon\u003c\/strong\u003e\u003cbr data-end=\"1862\" data-start=\"1859\"\u003eThe portfolio is suitable for investors who can tolerate interim volatility and remain invested as infrastructure expansion unfolds over time.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"2033\" data-start=\"2011\"\u003eInvestment Details :\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-end=\"2086\" data-start=\"2037\"\u003e\n\u003cstrong data-end=\"2047\" data-start=\"2037\"\u003eTheme:\u003c\/strong\u003e Data center \u0026amp; digital infrastructure\u003c\/li\u003e\n\u003cli data-end=\"2137\" data-start=\"2089\"\u003e\n\u003cstrong data-end=\"2109\" data-start=\"2089\"\u003ePortfolio Style:\u003c\/strong\u003e Theme-based, rules-driven\u003c\/li\u003e\n\u003cli data-end=\"2180\" data-start=\"2140\"\u003e\n\u003cstrong data-end=\"2154\" data-start=\"2140\"\u003eWeighting:\u003c\/strong\u003e Equal-weight allocation\u003c\/li\u003e\n\u003cli data-end=\"2218\" data-start=\"2183\"\u003e\n\u003cstrong data-end=\"2206\" data-start=\"2183\"\u003eInvestment Horizon:\u003c\/strong\u003e Long-term\u003c\/li\u003e\n\u003cli data-end=\"2257\" data-start=\"2221\"\u003e\n\u003cstrong data-end=\"2238\" data-start=\"2221\"\u003eRisk Profile:\u003c\/strong\u003e Moderate to high\u003c\/li\u003e\n\u003cli data-end=\"2299\" data-start=\"2260\"\u003e\n\u003cstrong data-end=\"2280\" data-start=\"2260\"\u003eInvestment Mode:\u003c\/strong\u003e SIP and lump sum\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cblockquote data-end=\"2402\" data-start=\"2301\"\u003e\n\u003cp data-end=\"2402\" data-start=\"2303\"\u003e\u003cem data-end=\"2402\" data-start=\"2303\"\u003eA structured way to participate in the infrastructure powering India’s digital and AI-led growth.\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/blockquote\u003e","brand":"Growth Investing","offers":[{"title":"Yearly","offer_id":67981626900585,"sku":null,"price":6999.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0799\/2157\/8089\/files\/2_BUILDINGS_WITH_1_TOWER_NEAR_THEM.jpg?v=1793866707"}],"url":"https:\/\/growthinvesting.io\/collections\/asia.oembed","provider":"Growth Investing Io","version":"1.0","type":"link"}