Stocks based on the theme of consumption have seen a lot of gains. But due to the impact on the earnings of consumers due to COVID-19, the shares of this sector have seen weakness in comparison to the benchmark index in the last one year. However, a section of this sector, which is called non-discretionary, has seen a boom. Companies related to FMCG, food and home care come in this section. On the other hand, companies that depend on discretionary spend have seen weakness. These include companies related to consumer durables, auto mobiles, travel, paints, jewelry and housing.
Market experts say that with the economic recovery picking up pace, consumption stocks will see a rise. Here we are giving a list of such consumption-linked stocks in which mutual funds have invested.
ITC:All funds based on consumption theme have investments in this stock. As on 30 September 2021, 15 funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 740 crore.
Hindustan Unilever: Consumption themed 14 funds have investments in this stock. As of 30 September 2021, 14 funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 566 crore.
Britannia Industries:30 As of September 2021, 12 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 263 crore.
Maruti Suzuki India:30 As of September 2021, 11 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 223 crore.
Titan Company:30 As of September 2021, 11 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 261 crore.
Bharti Airtel:30 As of September 2021, 10 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 348 crore.
Procter & Gamble Hygiene and Health Care:30 As of September 2021, 10 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 196 crore.
United Spirits:30 As of September 2021, 10 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 195 crore.
HDFC Bank:30 As of September 2021, 9 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 346 crore.
Nestle India:30 As of September 2021, 9 consumption themed funds had investments in this stock. The total investment value of mutual funds in this stock is Rs 170 crores.
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