“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.”
KFin Technologies among top 5 smallcap stocks that saw highest mutual fund buying in July
Mutual funds stepped up buying in five small-cap stocks during July, led by IDBI Bank, Pine Labs and Force Motors. Godawari Power and KFin Technologies