“Any investors who want to make a healthy allocation to IT, possibly this is the right time to add to the high quality IT stocks over the next couple of quarters and stay put for the next two to three years. This is the same strategy which we applied into the banking and financial services two years ago when we expected credit growth to pick up.”
Nifty megacaps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his flexicap fund beyond largecaps
Mutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum shifts towards mid- and
August 30, 2026