Hi Kushal,
Yes, I have also notice we have quite few companies in common. That gives little extra comfort 
- Varun Beverages PE is slightly higher, but it’s recently ventured into snacks (chips and other junk foods), which is not so much cyclical like cool drinks. This reduced cyclicality, made me to buy into. I am planning to add if there is any decent correction.
- Agree, FMCG to grow with country’s economy but same also applicable for Retail, QSR, Infra, Auto etc. I honestly don’t feel the need to invest in every sector.
- I am a mechanical engineer and have started my career with Tata Motors and currently working with Aviation industry. This may be a coincidence that I am not invested in both these sectors. Auto ancillary is going to prosper for sure with economic growth of the country, same applies for other sectors as well.
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