Smallcase-Style Portfolio to Invest ₹1 Lakh in June 2025 (India Growth Edition)
Looking to make your ₹1 lakh investment work harder in 2025? The Indian stock market, powered by sectors like EV, infrastructure, green energy, and finance, is packed with opportunities — if you know where to look.
Here’s a smallcase-style portfolio designed to help retail investors like you build long-term wealth, the smart way.
🎯 Investment Objective
The “India Growth 2025” Portfolio focuses on capital appreciation by investing in high-quality Indian companies across sectors like:
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📊 Banking & Finance
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⚙️ Infrastructure & Engineering
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🚗 EV & Auto
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💻 IT & Digital
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⚡ Renewable Energy
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🛒 Consumer & Retail
This diversified, medium-risk portfolio is ideal for long-term investors with a 2–3+ year horizon.
📊 ₹1 Lakh Smallcase-Style Portfolio (June 2025 Breakdown)
| 🏦 Stock | 📂 Sector | 💼 Allocation | 💸 Amount (₹) | 📌 Reason to Buy |
|---|---|---|---|---|
| HDFC Bank | Banking | 12% | ₹12,000 | Stable, retail-focused leader |
| Infosys | IT Services | 10% | ₹10,000 | Global IT presence, digital transformation |
| Reliance Industries | Conglomerate | 10% | ₹10,000 | Leader in energy, retail, telecom |
| L&T (Larsen & Toubro) | Infra & Engineering | 10% | ₹10,000 | Infra capex beneficiary |
| Tata Motors (DVR) | Auto & EV | 10% | ₹10,000 | EV focus + JLR comeback |
| ICICI Bank | Private Bank | 10% | ₹10,000 | Tech-driven, fast-growing lender |
| Tata Power | Renewable Energy | 8% | ₹8,000 | Solar energy expansion |
| ITC | FMCG & Cigarettes | 8% | ₹8,000 | Dividend + stable FMCG demand |
| IRFC | PSU / Rail Infra | 7% | ₹7,000 | High dividend, government infra play |
| DMart (Avenue Supermarts) | Retail | 5% | ₹5,000 | Strong retail execution, lean model |
| Cash Reserve | – | 0–2% | ₹0–₹2,000 | Use for dips, corrections |
🧠 Why This Portfolio Works
✅ Multi-sector Exposure: Covers financials, tech, infra, auto, FMCG, and energy
✅ Large + Mid Cap Mix: Ensures both stability and upside
✅ Aligned With Government & Economic Trends
✅ Perfect for a long-term SIP or one-time investment
🔄 Rebalancing Strategy
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Quarterly Monitoring: Watch earnings, sector performance
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Annual Rebalancing: Adjust weights, remove laggards
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News-Driven Updates: Exit if fundamentals change
🧾 How to Invest in This Portfolio
You can build this portfolio manually via:
Or explore similar ready-made portfolios on the Smallcase app.
💡 Tip: No ₹1 lakh lump sum? Start a monthly SIP of ₹8,000–₹10,000 in these stocks.
🚀 Final Thoughts
The “India Growth 2025” smallcase-style portfolio is your entry ticket to India’s next wave of economic expansion. It blends growth potential, sectoral strength, and risk balance—perfect for retail investors seeking long-term results.
📌 Disclaimer
This article is for informational purposes only. Please consult a SEBI-registered investment advisor before making financial decisions.