New fund alert: 'Axis India Manufacturing Fund'
Last Update Date: 06-10-2026
Published by Business Insider India
Abhishek Kumar's role: Quoted
Abhishek Kumar suggested investors keep thematic funds such as this to no more than 10% of their portfolio, so that a theme that fails to play out does not cause a large fall in the overall portfolio.
More of Abhishek's views on mutual funds
The article covers the launch of a new manufacturing-themed equity fund offer that opened in December 2023. It outlines the case for manufacturing as an investment theme, the fund's planned focus on capex, consumption and export-linked sectors, its bottom-up stock selection, and the higher risks that come with sector-focused thematic funds.
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New fund alert: 'Axis India Manufacturing Fund'