Equity mutual funds in India see a rise in cash holdings, with major players like SBI Mutual Fund and ICICI Prudential AMC having significant cash reserves. Even Warren Buffett struggles to find value in the market, while Sebi’s stress test orders have put mutual fund portfolios under scrutiny.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain