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The cost-benefit analysis does not enthuse us to hedge: Ashish Gupta of Axis Mutual Fund

The CIO says he doesn t want to position for an outcome but prefers a longer-term outlook, adding that the fund s forte is spotting business opportunities and trading based on business cycles.

Stocks to Monitor: Lupin, Godrej Consumer, Zee Media, DCM Shriram, LTIMindtree, Route Mobile

Asset Allocation: ETMarkets Smart Talk: Ashish Gupta sees reasonable opportunities in largecap space; exercise caution when investing in SME IPO

Asset Allocation: ETMarkets Smart Talk: Ashish Gupta sees reasonable opportunities in largecap space; exercise caution when investing in SME IPO
indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.

Will SEBI advisory impact investing strategy of smallcap funds?

Fund managers believe that the regulatory advisory on smallcap funds will not have an impact on the broader markets but will improve transparency in the mutual fund space. However, they suggest that investors be cautious in this space as valuations are not cheap.

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