Cement good proxy to play impending upcycle in economy: Edelweiss MF CIO
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His positive stance is reflected through his holdings in stocks like JK Cement, Dalmia Bharat, Brigade Enterprises, NCC, Ashoka Buildcon in his midcap and smallcap schemes.
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MUMBAI: Harshad Patwardhan, chief Investment officer of Edelweiss Mutual Fund, is bullish on the fortunes of the cement sector. His positive stance is reflected through his holdings in stocks like JK Cement, Dalmia Bharat, Brigade Enterprises, NCC and Ashoka Buildcon in his midcap and smallcap schemes. Edelweiss Midcap Fund has a 12.25% exposure to the construction sector compared to the benchmark weight of 7.3%, while Edelweiss Small Cap Fund has a 15% weight as against the benchmarks 11.08%.
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