Explore Now A multicap approach between safety and risk, between large cap and mid and smallcap is the best way to go, says Sunil Subramaniam, Managing Director & Chief Executive Officer, Sundaram Mutual. Last year you were very gung-ho on the infrastructure sector. Are you still continuing to bet on this theme? Absolutely. For me, infra is a three-component play. There is government driven infrastructure, there is FDI foreign infrastructure investment and then there is domestic capex on expansion. Budget will be a huge trigger for infrastructure, the reason being that whatever money the government is going to be able to spend this year, it will be infra. It is a constraint because of growth but the rating agencies I believe are going to cast a kinder eye towards India this year and so the finance minister will have a little more levy.