Investing in Themes

...sensibly

Riding the wave to boost returns

Why Themes?

1
Winners of the Future

New opportunities emerge due to a unique combination of factors like consumer trends, policy changes, technology disruption, global factors, etc. referred to as themes.

2
Higher returns

Investing in a theme enables you to invest in companies that will benefit from a trend and thus earn high returns when the theme plays out.

3
Diversify

Process on investing in themes @MoneyWorks4me complements Quality-at-reasonable-price way of investing that we use to build your Core+Booster portfolio.

4
You can @MoneyWorks4me

You have access to decision-enabling tools and information at MoneyWorks4me which will enable you to invest in themes sensibly.

How it works?

1
See shortlisted themes

Explore and select the one that appeals to you.

2
Check Portfolio

You will see only investment worthy - green or orange color coded stocks in every theme. Check 10-Year X-Ray to understand each stock better. Check past 1-3-5-9 years performance.

3
Customize

You see equal weight for each stock. However, you can modify the same. Drop or add new ones if you wish. Click on Stocks tab to see the full list of stocks under a theme. Check the amount you need to invest.

4
Invest

Click on Invest Now button and select your broker from the available list. Proceed to complete the transaction. Your portfolio gets update automatically.

Consumption Stocks
10 Stocks
What is this theme all about? This theme is about riding the growing consumption in India due to ri...
1 Yr CAGR
41.1%
3 Yr CAGR
25%
Digital India Stocks
10 Stocks
This theme is about increasing penetration of internet in the country leading to change in the lifes...
1 Yr CAGR
96.08%
3 Yr CAGR
16.68%
Arogya India Stocks
10 Stocks
This theme is about riding the growth story of healthcare in India. Healthcare comprises of pharmace...
1 Yr CAGR
49.25%
3 Yr CAGR
20.41%
Budget 2021-22 Stocks
Every crisis forces the government's hand to put the economy back on its feet. This year's...
1 Yr CAGR
40.51%
3 Yr CAGR
0.83%
Currency Sensitive Stocks
This theme is about befitting from currency depreciation. This comprises of export oriented companie...
1 Yr CAGR
52.93%
3 Yr CAGR
30.81%
Financialization Stocks
Financialization theme is about benefitting from the increasing participation of population in the f...
1 Yr CAGR
12.04%
3 Yr CAGR
9.56%
Grameen Bharat Stocks
India is predominantly a rural country with 2/3rd population and 70% workforce residing in rural are...
1 Yr CAGR
43.62%
3 Yr CAGR
5.1%
Growth Stocks
10 Stocks
Every company goes through start up, high growth and mature phase. Companies create the highest weal...
1 Yr CAGR
74.98%
3 Yr CAGR
38.57%
Infrastructure Stocks
Infrastructure being a key driver for the economy, this sector is highly responsible for propelling ...
1 Yr CAGR
55.46%
3 Yr CAGR
14.54%
Leisure India Stocks
10 Stocks
This theme is about banking on the growing disposable incomes and increasing demand for leisure acti...
1 Yr CAGR
9.26%
3 Yr CAGR
-9.37%
Transportation & Logistics Stocks
This theme is about riding the economic growth story of India. The sector comprises of Medium and He...
1 Yr CAGR
40.37%
3 Yr CAGR
2.58%

Thematic Investing FAQs

  • Core stocks should be about 60 to 70% of your equity portfolio
  • Booster stocks + Investments in themes should not exceed 30 to 40% of your equity portfolio
Thematic investing is an approach which focuses on capturing a long-term trend and investing in companies benefitting from such trends. Thematic investing enables investors to access structural, one-off shifts that can change an entire industry.
  • Helps to capitalize on future trends. By nature, it leads you to invest in business of the future.
  • Reasonably lower diversification than mutual funds which leads to better return.
  • Requires a decisive understanding of the impact of all trends leading to better understanding of the businesses.
  • Constant focus on trends and disruptive changes in the world, acts as a portfolio hedge.
  • A rightly identified theme can generate alpha (excess return over its benchmark).
A portfolio of the stocks of the thematic fund is Thematic Portfolio. Thematic portfolio contains various sectors and companies that are relevant to the primary theme. For e.g., a technology fund or a health care fund would only have specific sectoral companies only like IT and Tech companies for technology fund and pharmaceutical companies, hospital companies, health insurance companies for a health care fund in their thematic portfolios.
Mutual funds that aim at investing in a specific sector are called Sectoral funds. These funds operate as any other fund but invest only in businesses that operate in a particular sector or industry. For instance, a sector fund may invest in sectors like Banking, Pharma, Construction, or FMCG. On the other hand, a thematic fund may invest across all those sectors which fall under the theme. For instance, a consumption fund may invest in FMCG, Consumer Finance, Consumer Durable Companies, Restaurants etc.
You can select the themes you have conviction on MoneyWorks4me platform and then pick and choose the stocks based on your liking.
Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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