Safety with a bit of alpha creation? Trideep Bhattacharya on essence of a Large & Midcap Funds

“There are three themes we are overweight on. First, we are extremely positive on the capex cycle currently ensuing in India, driven by the private sector. The second area that we are overweight on is basically going bottom up in the real estate sector. The third is domestic cyclicals which is a combination of financials and of cyclical sectors like autos.”

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