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Cement good proxy to play impending upcycle in economy: Edelweiss MF CIO


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%. ....

Harshad Patwardhan , Dalmia Bharat , Ashoka Buildcon , Edelweiss Midcap Fund , Brigade Enterprises , Edelweiss Mutual Fund , Edelweiss Small Cap Fund , Mid Cap Fund , Jk Cement Ltd , Dalmia Bharat Ltd , Ashoka Buildcon Ltd , Cement Sector , Construction Stocks , Cement Stocks , Ncc Ltd , Brigade Enterprises Ltd , ஹர்ஷாத் பாடுவர்தான் , டால்மியா பாரத் , அசோகா புய்ல்டுகன் , படைப்பிரிவு நிறுவனங்கள் , ஏதெல்வேஸ்ஸ் பரஸ்பர நிதி , ஏதெல்வேஸ்ஸ் சிறிய தொப்பி நிதி , நடுவில் தொப்பி நிதி , ஜுக் சிமென்ட் லிமிடெட் , டால்மியா பாரத் லிமிடெட் , அசோகா புய்ல்டுகன் லிமிடெட் ,

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