Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows.
The fund has invested in the companies selected for their strong business fundamentals and capable management teams, making the fund an ideal choice for those looking to invest in blue-chip companies
Maintain a neutral allocation to equity with a long-term view. Increase exposure when valuation is cheaper, especially in small and mid-caps, says Nilesh Shah of Kotak AMC.