These include demographic change, urbanisation, technological progress, sustainability, and rising consumption. How rising consumption shapes investment themesAs consumer spending expands, companies operating in consumption-driven sectors may experience long-term demand. Thematic funds such as consumption funds invest in businesses that could potentially benefit from India's consumption story. - Investment horizon: Thematic funds are often more suitable for investors with a longer horizon who may stay invested through short-term fluctuations. For investors, consumption funds may provide a way to gain exposure to this trend, while SIP may serve as a disciplined method to participate over time.