Defence, financial services, discretionary in structurally good position: Viraj Gandhi of SAMCO MF

Despite higher nominal valuations, selected sectors continue to offer a compelling view of structural growth. Viraj Gandhi, CEO, SAMCO Mutual Fund, believes that defence, financials and consumer discretionary sectors are well-positioned to benefit from policy support, balance sheet strength and changing demand dynamics. He advocates a momentum-based, risk-calibrated approach to navigating the current market cycle.Edited […]

Lenskart IPO a ‘subscribe and flip’ play, avoid metals; Sebi’s proposal to revise MF fees will not hurt AMCs or brokers: Dipan Mehta

According to Dipan Mehta, director of Elixir Equities, the Securities and Exchange Board of India’s (SEBI) proposal to revise mutual fund fee rules to reduce costs for investors is unlikely to have a material impact on mutual funds or brokers. Speaking to ET Now, Mehta said the changes appear “marginal” and are mainly aimed at […]