“Currently we are overweight in the healthcare sector where we see lots of opportunities. We are also overweight in the telecom sector because we see the market structure supporting the listed companies and a potential for non-linear increase in profitability in many companies. We are also overweight consumer staples, predominantly the consumer retailers.”
It s a no-brainer to use low-cost index funds for your core portfolio. You can complement that with other funds, but the core should be passive funds, Kamath advises investors