Nearly 46% of their total investment as on June 30 has been in 10 stocks — HDFC Bank, HDFC, Reliance Industries, ICICI Bank, Infosys, TCS, Kotak Mahindra Bank, Axis Bank, Bharti Airtel, and HUL, show data compiled by Motilal Oswal Financial Services.
Is the trend of chasing themes in the market over? Shreyash Devalkar explains
Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock