This is a model which is perfect for the lofty valuations of Nifty today. If you were to compare earnings to the multiples, we are probably at the top quartile of valuations historically. At this point of time, we feel the model that we have implemented makes the most sense, Kamath said.
Tariffs, FIIs, and the Dollar: Sandeep Tandon deciphers market moves
Sandeep Tandon, CIO of Quant Mutual Fund, expresses confidence in India’s market recovery potential for April despite recent corrections. He points out that India is