The rapid delivery platforms changing the Indian retail and FMCG landscape.
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| Stock | Thesis & Rationale |
|---|---|
| ZOMATO 40% Weight | Blinkit is the undisputed leader in India's quick commerce space. |
| SWIGGY 30% Weight | Instamart is a key challenger with massive distribution. |
| NYKAA 15% Weight | Merging beauty and fashion with lightning fast delivery. |
| DELHIVERY 15% Weight | The logistics backbone for the quick commerce ecosystem. |