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PSU stocks: Trimming PSU stock positions gradually: Anish Tawakley, ICICI Prudential Mutual Fund

ICICI Prudential AMC s Deputy CIO - Equity, Anish Tawakley, advises caution on PSU stocks due to valuation concerns. The team focuses on domestic cyclical sectors and has thrived by spotting the recovery in the real estate cycle and early homebuilding activity. They monitor capacity utilization, earnings expectations, and manufacturing performance.

A Lumpsum of Rs 1 lakh invested in ICICI Prudential Business Cycle Fund nearly doubles in just 3 years

NFO Alert: Union Mutual Fund launches Union Business Cycle Fund; all you need to know

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