This small case attempts to capture the Home Decoration theme, with products such as Tiles etc.
Investment Rationale
Owning a home is a dream come true for many Indian middle class population. The housing sector in India is likely to grow steadily for a long period of time. Some of the ancillary units such as those in Tiles, Sanitary ware etc. are likely to benefit from the housing sector boom likely to be caused by rising middle class population and rising income levels on a per capita basis. Increased urbanisation would also lead to sustained demand for Housing in general and for Building / Home decoration products such as Ceramics/Marble/Granite/Sanitaryware etc., in particular.
Note: Being a thematic smallcase, this smallcase is likely to have fewer stocks/ETFs. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 1.00 Lakh. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.
smallcase is played out