The fund manager discusses current market conditions, noting that while the near-term is uncertain and volatile, valuations across large, mid, and small caps are becoming more reasonable from a medium to long-term perspective. Specific attractive pockets include financials and the lending space due to healthy asset quality and loan growth, despite broader macro concerns.
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How a ₹19,000 Crore Fund Manager Is Investing Right Now
Value ResearchJun 10, 2026
The fund manager discusses current market conditions, noting that while the near-term is uncertain and volatile, valuations across large, mid, and small caps are becoming more reasonable from a medium to long-term perspective. Specific attractive pockets include financials and the lending space due to healthy asset quality and loan growth, despite broader macro concerns.
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