“The sharp fall that we have seen in the palm oil prices, some of the soap companies, especially the larger ones like HUL and Godrej Consumers are the two companies where we are very comfortable entering even at current levels. We turned positive on ITC sometime back and the stock had seen the kind of run up especially because of the benefits that it had against some of the traditional FMCG players.”
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026