ETMarkets Fund Manager Talk: Despite valuation concerns, this AMC’s equity portfolios remain 95% invested

Motilal Oswal Asset Management maintains equity investments with 1-3% cash positions. Chaturvedi foresees strong FY25 earnings and investment potential in new-age technology, healthcare, manufacturing, and NBFCs, amidst favorable market valuations and exit load adjustments. He also says that Motilal believes that the midcap and smallcap stocks might have higher growth in the future.

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