Rajesh Bhatia, CIO of ITI MF, addressed the future growth and current valuations in sectors like defence, railways, domestic pharma, and electric vehicles. He cautioned about the high beta and cyclical nature of capital market plays. Bhatia also noted the ongoing structural shifts and challenges within these sectors, urging a careful approach to investments.
Learn With ETMarkets: Can retail SIPs replace FII flows as India’s market backbone?
Systematic Investment Plans (SIPs) reached an all-time high of ₹27,269 crore in June 2025, reinforcing retail investor confidence and providing liquidity support amid foreign outflows.