Stepping into Amrit Kaal with India’s Manufacturing theme – an investment opportunity!

Thematic funds have become a popular route for investors over the last few years. They allow investors to take a view on a particular investment theme in the equity market. While India offers multiple investment themes for next decade, one that stands out is “Manufacturing”.

With India’s remarkable economic growth in recent years, our nation marches on with a goal to transform into a Developed economy by 2047. In this Amrit Kaal, sectors that are linked to manufacturing are likely to become the cornerstone of India’s economic growth.

Manufacturing expected to drive overall economic growth

The information herein is based on expectations and the actual results could vary materially. This is not indicating returns from any investments. There is no assurance as regards to performance of any company, sector or investment.

With convergence of factors such as government's focus on Atmanirbharta (self-reliance), ease of doing business, huge domestic demand and exports potential, India’s capability in terms of workforce availability, improving manufacturing competitiveness, and changing geopolitical dynamics, we believe manufacturing as a theme is expected to outpace the overall GDP growth over the next several years.

Convergence of Several Enablers could provide Multi Decadal growth

To capture this opportunity, you could consider investing in the HDFC Manufacturing Fund that invests a minimum 80% of its assets in the manufacturing theme. NFO opens on 26th April 2024, and ends on 10th May 2024.

To summarise, the Fund offers a compelling multi-decadal investment opportunity arising out of:

• Growing Consumption, investments and exports
• Changing geopolitical dynamics (China +1)
• Emergence of India as a manufacturing powerhouse

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