I am surely among the top 5 people in the country in terms of the number of investors met and Mutual fund distributors met over the past 18 years. No this is not an idle boast, just a statement of fact.
Look at small and midcap stocks selectively and add to the portfolio. Once we have a clarity on the election outcome and overall macro growth, they should do better, Mahesh Patil, Co-CIO, Aditya Birla Sun Life Mutual Fund, tells ET Now.
The current correction has thrown up decent value in some high quality NBFCs. The capex cycle seems to be reasonably robust, particularly with government spending, Punita Kumar Sinha, Managing Partner, Pacific Paradigm Advisors, tells ET Now.
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