Smallcaps back in favour as valuations turn attractive: Siddharth Vora

April 25, 2026

Siddharth Vora has turned constructive on the market, seeing attractive valuations after a recent correction, and is increasing exposure to smallcaps. His portfolio remains overweight in metals, power, and materials, while avoiding IT. He sees contrarian opportunities in oil marketing companies after exiting ONGC.

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