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Talking to ET Now, Anshul Saigal, Kotak Mahindra AMC, says in consumption-related businesses, one would not have to worry about near-term volatility or demand-supply patterns in the short term but worry about three-five years and then make bets here.

In an interview with ET Now, Rahul Chadha, Co-CIO, Mirae Asset Global, expects earnings recovery to be strong with normal GDP pick up. And yes, he is betting contra on telecom.

ICICI Prudential AMC has changed fundamental attributes of its ICICI Pru Focused Bluechip Equity Fund to comply with Sebi's new re-categorisation norms for mutual funds.

Most retail investors are increasingly thinking of playing it safe through value-investing because of high valuations. Such investors should focus on companies that show promise of growth, and at the same time, are attractive on relative valuation. Among largecap mutual fund schemes, which not only look at companies from growth potential but also from the point of view of financial ratios such as price-to-book value and relative-market capitalisation, is ICICI Pru Value Discovery Fund.

In an interview with ET Now, Jinesh Gopani, Head (Equities), Axis AMC, says that it is better to take rest, consolidate your position and portfolio this year.

HDFC Mutual Fund said it is changing the fundamental attributes of HDFC Top 200 Fund. The changes are in line with Sebi’s new categorisation and rationalisation norms for mutual fund schemes. HDFC Top 200 Fund will be called HDFC Top 100 Fund and it will focus on largecap stocks. Earlier, the scheme had almost 10 per cent allocation to midcap stocks. All the proposed changes in the scheme will be effective from May 23.

ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

Steel, cement and auto-ancillaries have improved capacity utilisation. These sectors can drive growth in private investment going forward, Navneet Munot tells ET Wealth.

SBI Asset Management Company has re-classified and categorised its several schemes, a move that will reduce clutter and make it simple to compare performance of various other mutual fund schemes.

With economic growth likely to pick up over the next few months, S Naren, executive director and chief investment officer at ICICI Prudential AMC, told Puneet Wadhwa that investors should look at domestic- and economy-related companies from a long-term perspective. Edited excerpts: Markets have corrected sharply from their peak levels in January. What would you recommend as an investment strategy? Through the correction, we have been suggesting that investors should look at both debt and equity rather than equity alone.

The ongoing banking sector crisis caught all of us off guard. Since the banking sector is one of the highest weighted sectors in many benchmark indices, are mutual funds safe from the crisis? Sohini Andani, fund manager at SBI Funds Management Ltd, tells us that a crisis for one set of banks is an opportunity for another set of banks.

Mr Market is an eccentric man. Sometimes, he overreacts, but at other times he behaves normally. Sometimes he is either very depressed or is very excited. And it is our job to not react to his reactions. Since the peak of January 2018, the market has corrected around 8 per cent. The decline in smallcap and midcap stocks is well into double digits. It is evident that the market is unable to make up its mind in the short term. And this is because sentiments are changing fast.

Reliance Mutual Fund has limited the subscription of units in Reliance Small Cap Fund through suspension of subscription via fresh or additional subscriptions or switch-ins. Reliance Small Cap is an open-ended equity scheme.

In an interview with ET Now, Harsha Upadhyaya, CIO-Equity, Kotak AMC, says retail banks and some of the private NBFCs which have reasonable exposure to retail side of the business, along with insurance happens to be their core portfolio in financials.