Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026

Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their new Large & Mid Cap Fund aims to capture this shift, blending large-cap stability with mid-cap growth. Bagla highlights opportunities in financialization, premium consumption, infrastructure, defense, and tech innovation, anticipating steady economic growth driven by demographics.

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