In overall portfolio we have cut down, we have pruned down capital good significantly, because where we saw some amount of hype getting built and valuation was slightly stretched.
Small & midcaps in a time correction phase, recovery expected in FY26: Trideep Bhattacharya
India’s competitive advantage is improving due to cooling dollar and oil prices, with tariffs on China benefiting India. Sectors like financials, real estate, and building