Fund Manager Talk | Attractive risk-reward opportunity in midcap private banks, says Amey Sathe

Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.

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