“The only thing, the allocation toward mid and small has to be limited and the largecap exposure has to be increased, that is the best way you can optimise the current scenario,” says Sandeep Tandon, CIO, Quant Mutual Fund.
So, if the big fund houses start cautious voice, is it time to even switch to largecaps over midcap and smallcap or maybe we can say that the value is emerging in the high growth companies?
Sandeep Tandon: So, we have been equally vocal in saying that the easy phase of bull run is over for India. We are in decisive bull run but we are in difficult phase of bull run. And in difficult phase of bull run, obviously, given the risk profiling, I think largecap will play an important role, that does not mean we turn negative on small and mid. The only thing, the allocation toward mid and small has to be limited and the largecap exposure has to be increased, that is the best way you can optimise the current scenario.
So, if the big fund houses start cautious voice, is it time to even switch to largecaps over midcap and smallcap or maybe we can say that the value is emerging in the high growth companies?
Sandeep Tandon: So, we have been equally vocal in saying that the easy phase of bull run is over for India. We are in decisive bull run but we are in difficult phase of bull run. And in difficult phase of bull run, obviously, given the risk profiling, I think largecap will play an important role, that does not mean we turn negative on small and mid. The only thing, the allocation toward mid and small has to be limited and the largecap exposure has to be increased, that is the best way you can optimise the current scenario.
