"We have chosen the pure play part which is more on Manyavar and Vedant Fashions. In other consumption plays, we have Varun Beverages, Tata Consumer and Jubilant Food. There is a lot of consumption plays already in the portfolio in various strategies. Raymond we like but because it is a combination of real estate and apparel, we are not clear what we are banking on, although we are very gung-ho about real estate. "
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