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4 out-of-favour sectors that can create long term wealthChirag Setalvad, HDFC AMC, Mumbai

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Shriniwas Dandekar ARN NO :ARN-100128 Pune, 08 May 2020

First try to elevate the performance of your most sold funds like HDFC Equity fund, Hdfc Hybrid Equity Fund, HDFC Midcap opportunities fund etc. Investors are waiting to exit from these funds on a slightest opportunity. Please dont over rely on PSUs as has been done.

Sandesh Rane ARN NO :Direct THANE, 08 May 2020

Small / Mid Cap funds are for longer time and have their years of outperformance . Agree on that . So get in them only as per your asset allocation strategy . Agree on Auto ancillaries potential with make in India for world theme. But he has to believe the market and get more overweight on Pharma and underweight on Services as there is a clear medium term trend in both . In banking too medium term trend is clear and here to stay so NBFCs he should get out and bank on only strong balance sheets , meaner NPAs banks only . Ultimately he has to show performance vis a vis peers and not feel happy to remain in fourth quartile and happy about outperform wet benchmark for short period . He has to deliver to investors

Sandesh Rane ARN NO :Direct THANE, 08 May 2020

Small / Mid Cap funds are for longer time and have their years of outperformance . Agree on that . So get in them only as per your asset allocation strategy . Agree on Auto ancillaries potential with make in India for world theme. But he has to believe the market and get more overweight on Pharma and underweight on Services as there is a clear medium term trend in both . In banking too medium term trend is clear and here to stay so NBFCs he should get out and bank on only strong balance sheets , meaner NPAs banks only . Ultimately he has to show performance vis a vis peers and not feel happy to remain in fourth quartile and happy about outperform wet benchmark for short period . He has to deliver to investors

Ashok Thakwani ARN NO :ARN 7743 KOLKATA, 08 May 2020

Chirag`s audio is not clear

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