According to Quant Mutual Fund, their equity and hybrid funds show a rise in mid and small cap allocation alongside a focus on large caps. Key points include:
• Identified buying opportunities in sectors like PSU, Infrastructure, Pharmaceuticals, and Retail.
• Predictive analytics favor risk-on for India, highlighting potential benefits from global supply chain shifts.
• Emphasis on a significant US Dollar devaluation as a solution to the US debt crisis.
The move by Quant Mutual Fund to increase exposure in mid and small caps reflects a strategic shift towards potential growth sectors in the Indian market.
Source: Economic Times