Quantum is launching a smallcap fund and the smallcap approach is a very disciplined research and portfolio approach. No stock will have less than 2% and no stock will have more than 4% at cost. Between 25 and 50 stocks, probably 40 stocks, will be there once we build out the portfolio. There would not be style drift.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce
December 10, 2025