Trust Mutual Fund adds Kalyan Jewellers, Thangamayil on premium consumption bet
Trust Mutual Fund raised exposure to jewellery names Kalyan Jewellers and Thangamayil Jewellery, betting on premium consumption driven by rising incomes and travel-linked retail spending, alongside airport, aviation and defence stocks tied to India's domestic demand outlook.
Trust Mutual Fund boosted exposure to airport, aviation and defence stocks on India's domestic demand outlook. It also added Kalyan Jewellers and Thangamayil Jewellery, betting on premium consumption growth driven by rising incomes and travel-linked retail spending.