The market is pricing in a BJP victory with a majority in the upcoming general elections, but any disappointments could lead to a big setback for markets. Kedar Kadam says prefers largecaps over smallcap/microcaps and value stocks trading at reasonable valuations. In terms of sectors, we remain constructive on themes of capex (engineering/Infra/building materials), pharmaceuticals, 2-wheeler auto, and select specialty. chemical companies.
Sectoral & thematic mutual funds ruled return charts. Check out top performer
Sectoral and thematic mutual funds have ruled the return chart last week and offered upto 3% return in the same period. Here are top five
June 1, 2025