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360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming largecaps, remaining bullish on manufacturing, renewables, defence and AI-linked infrastructure through a disciplined bottom-up investment strategy.
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economictimes.indiatimes.com
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Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh Palviya
Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge. The Nifty 50 trades near its…
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360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming…