Investors are becoming selective, focusing on earnings visibility and strong balance sheets. Opportunities are emerging in sectors like IT, with a watch on margins. Asset management companies offer stability. Rural consumption shows resilience, while urban demand is mixed. Infrastructure may see future gains from Middle East reconstruction. Aviation faces near-term challenges but promises long-term growth.
Multi-asset allocation mutual funds: Nippon India, HDFC feature among SIP top performers and laggards
Systematic investment plans (SIPs) across major equity fund categories have delivered returns over the past two years even as most benchmark indices struggled during the