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Post-poll portfolio: With eyes on Budget, this is what wealth managers are recommending

Wealth managers see an emerging value in defensive and high-quality sectors that have underperformed in recent years. While large-cap, flexi-cap, and multi-cap funds are favoured, there is a cautious stance on mid- and small-cap funds. Will the upcoming Budget introduce new dynamics, prompting a reassessment of sector allocations?

Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?

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