FMCG, retail, and lifestyle brands capturing the growing wallet share of the Indian middle class.
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| Stock | Thesis & Rationale |
|---|---|
| HINDUNILVR 20% Weight | Unmatched distribution and portfolio across home and personal care. |
| ITC 20% Weight | FMCG powerhouse with recovery in cigarette and hotel business. |
| TITAN 20% Weight | Dominant player in luxury jewelry and watches. |
| VBL 15% Weight | Aggressive growth in the beverages sector. |
| ASIANPAINT 15% Weight | Leader in home decor and decorative paints. |
| TRENT 10% Weight | Fastest growing retail player with Westside and Zudio. |