What do you think about investment in FMCG sector?

#1
I have always avoided investment in sectoral funds since I do not have good knowledge about behavior of sectors over time. Frankly I do not want to spend too much time tracking rise and fall of individual sectors. However it seems to me that FMCG is one sector where one can invest even without knowing much about individual stocks since apparently there is no reason this sector should show negative behavior. What do you think?
 
#2
Don't your diversified funds have exposure to FMCG? Why are you bullish on it?
I personally don't see it as a lucrative sector due to the increased pressure on margins and the rising cost of advertising necessary to compete.
 

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