A little surprised that ABFRL is still being considered a big bet. The strategy over the last decade has been a lot underwhelming. New brands added haven’t done much.
Legacy brands haven’t been able to reinvent anything. Lifestyle division still rests on the old shoulders of 4 brands. I think you are playing on the demerger theme.
Once they were cautious about what to add to their portfolio and come today they are cautious enough to not leave anything out 
Too many brands added. Execution seems to be very very lacklustre. My two cents 
Note: Not invested
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