The diversification theme inside the mutual fund space gained further traction as LIC MF Consumption Fund and Mirae Asset Nifty Energy ETF opened new offerings aimed at long term structural growth sectors in India. Fund managers stated that consumer demand formalization cycle, transition to clean energy, manufacturing capacity expansion and shift in energy efficiency economics positioned these thematic categories for sustained compounding. Analysts believe this approach supports capture of narrower sector alpha rather than broad index replication as India’s mid and long horizon capital formation cycle remains resilient despite short term macro fluctuations.