Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary and non-discretionary, offers opportunities. Crude price fluctuations can create buying chances in related sectors. Auto ancillary companies with diversified exposure are attractive. Individual company analysis is crucial for informed investment decisions.
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.