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This theme is still in 1st gear - good time to get on boardHarish Krishnan, Kotak MF, Mumbai

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Debraj Sengupta ARN NO :ARN-38509 KOLKATA, 02 Dec 2021

I subscribe to the views of Harish that the long awaited Harmony or Orchestra played by all 4 quadrant for Infra. But post 2007 Infrastructure had stumbled on hurdles and only hope of a better tommorrow had never came. If one has to play Infrastructure theme in their portfolio they should not take the extra ordinary return posted by Infra funds but bet for Very long haul. Any strong return warrants active profit booking etc

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