WhiteOak Capital’s Trupti Agrawal says stabilising earnings and normalised valuations have improved risk-reward in broader markets. Small and mid caps, after sharp corrections, offer selective alpha as fundamentals hold up. Private financials, consumer discretionary and healthcare remain promising from a bottom-up perspective.
NFO Alert: HDFC Mutual Fund launches HDFC Income Plus Arbitrage Omni FOF
HDFC Mutual Fund launched HDFC Income Plus Arbitrage Omni FOF, an open-ended scheme investing in arbitrage and debt-oriented funds. The NFO, open until March 11,