Presentation: Thinking Thematically: Capturing Structural Change with Stocks and Funds

Over the past three years, thematic fund assets in India have surged, tripling to over $10 billion, making the country one of the fastest-growing thematic investment markets globally. These funds enable investors to tap into transformative megatrends like Artificial Intelligence, Aging Demographics, and Alternative Energy while diversifying away from the risks of single-stock exposure. However, thematic funds also present challenges, including higher costs, increased volatility, and added complexity that demand thorough due diligence.

In this session, we will introduce a clear, structured taxonomy for categorizing thematic funds, which underpins our research. We’ll delve into key global and Indian market trends and present a practical framework to help investors more effectively evaluate these often, misunderstood investments.