So, how can investors ride the consumption wave? One way is through consumption funds. These funds invest in the consumption theme, covering the Consumer Staples and FMCG sectors as well as Technology, Financials, Industrials, Healthcare and Real Estate. While Consumer Discretionary and Consumer Staples dominated these funds' portfolios in the last five years (over 60 per cent share), Technology too, has seen a steady rise. However, the weightage of Financials, Industrials, Healthcare and Real Estate reduced from 2023.
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