Manufacturing funds are hot in markets, but beware of concentration risk
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar pointed out that, as with other thematic funds, manufacturing funds carry concentration risk.
More of Abhishek's views on mutual funds
The article looks at the rush of new manufacturing-themed mutual funds, the policy and supply-chain tailwinds behind the theme, its sub-themes such as consumption and capital spending, and concerns about high valuations. It suggests such funds suit long-horizon investors with a high risk appetite.
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Manufacturing funds are hot in markets, but beware of concentration risk