“United Spirits is one of our top picks in the consumption space and then in discretionary space we like Crompton Consumer which is part of our model portfolio along with United Spirits. We are positive on hotels as a theme . We have a positive rating on both Indian Hotels and Lemon Tree. I would say there are fewer names on the consumption side compared to on the investment and infra side.”
Equity MF inflows slide 14%; large & midcaps gain traction
Inflows into equity mutual fund schemes fell by 14% in October, reflecting a trend of reduced investor allocations. Although smallcap funds saw decreasing inflows, large
November 12, 2026