LIC Mutual Fund rolled out a new consumption-theme NFO with subscriptions open until November 14, targeting structural demand uplift trajectories tied to India’s demographic scale, premiumization shift and multi-decade consumption compounding. The AMC believes consumption-led earnings cyclicality combined with deepening product density creates high longevity compounding mechanics across staples, discretionary, QSR, personal care, beverages, durables and lifestyle verticals. Analysts say this category has stronger long-tail scalability with improving balance sheet resilience across consumer-facing stocks. The NFO is positioned for investors seeking thematic India growth capture through listed demand heavy-product categories that tend to exhibit persistent repeat-purchase elasticity even during macro volatility phases.