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DSP Mutual Fund: DSP Mutual's Vinit Sambre finds value in these 3 sectors among smallcaps

DSP Mutual Fund, sees value in agrochemicals and agri inputs, textiles and auto ancillaries among smallcaps. Let us talk about the broader markets and the kind of pick up that you have seen there. Are there certain segments that you are more focused on? What about cyclicals? The last few months have seen quite swift recovery in the economy. Equally important has been the Budget where the government has made the right noises in terms of their intentions to support the broader economy. In line wi...
Vinit Sambre Head Equities Fund Mutual Fund Head Equities Fund Manager Dsp Mutual Fund

what to buy: Want to play domestic cyclicals? Take cues from this fund manager

Explore Now The metal sector outlook may be good but if a long-term investor has to play the domestic cyclicals, cement, capital goods may be the other option to look at, says DSP Mutual Fund. Tata Steel has been on your accumulation list. How bullish are you on specific leaders within the commodities basket? What is the opportunity there? As far as the commodities are concerned, the factors which are driving the commodity are a combination of global plus domestic. The global factors have to ...
Vinit Sambre Head Equities Fund Mutual Fund Tata Steel Head Equities Fund Manager

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