As flows into mid- and small-cap thematic funds moderated and valuations remained rich, fund managers were cautious in these segments. Campus Activewear, VATech Wabag, and CMS Infosystems were some of the picks among smaller companies
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG