Sandip Sabharwal discusses investment strategies, favoring capex-oriented companies like L&T and select IT firms. He expresses caution about PFC and REC due to long-term solar sector stress, preferring private sector NBFCs like L&T Finance and Mahindra Finance. Consumer stocks are expected to revive eventually, offering buying opportunities at current discounted levels.
Quant Small Cap Fund adds HDFC Bank, ICICI Bank and 5 others, reduces stake in Jio Financial and 3 more
Quant Small Cap Fund reshuffled its portfolio in February, adding HDFC Bank, ICICI Bank and five other stocks while reducing exposure to Jio Financial Services