Nirav Karkera says: “If you want to play on stocks which reflect on factors the government policies are focusing on and macros are in favour of, very good opportunities are available in the mid- and smallcap space and for most of these segments are almost absent in the large-cap space.”
Akhil Chaturvedi says: “Till the election, overall, it should be positive for small and midcaps. In the last three years, we at the AMC certainly feel that this has been a fundamental rally. The smallcaps and midcaps have not run up only on hope or expectation of earnings growth but we have actually seen delivered earnings growth in the last three years.”