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Where to invest now: SBI MF prefers large caps, pharma, PSU banks
Ruchit Mehta, Head of Research at SBI Mutual Fund, prefers CDMO and hospital plays within pharma, citing stronger growth prospects over generics. He sees large caps as attractive on valuations, while midcaps require selectivity amid earnings risks. PSU banks may outperform in the near term due to stronger loan growth, but asset quality risks could emerge over the next 2–3 quarters if global disruptions persist.
Trent, L&T to HDFC Bank: How are the worst-performing Nifty 50 stocks of last month faring in April?
Earlier this month, DSP Mutual Fund in its strategy report said that it is shifting from a conservative to a constructive view on the Indian stock market, as the correction has brought valuations closer to long-term averages.
The IPO afterlife for unicorns: How mutual funds are doubling down on next-gen leaders
Indian mutual funds have boosted their investments in five new-age companies. Funds poured into stocks like Urban Company, Ather Energy, Lenskart, Meesho, and PhysicsWallah. This shows growing confidence from domestic investors in these tech-focused businesses. Brokerages are also initiating coverage with positive outlooks. This trend indicates a significant shift in institutional capital towards India's new-age economy.
Why your portfolio needs more than just India and gold
India offers thousands of mutual funds, but portfolios remain concentrated; true diversification needs global exposure, multiple asset classes, and low-correlation strategies beyond domestic equities.
Retail flows stay resilient as MF AUM falls 10.1% MoM in March: Motilal Oswal
Equity mutual fund inflows hit a 17 month high in March 2026 despite a 10.1 percent drop in total AUM as markets corrected, SIP contributions and retail participation stayed strong
SILA raises $100 million from PE firm Permira to fund expansion plans
The investment signals rising global PE appetite for India’s tech-enabled business services, as SILA scales operations across 125 cities and 450 million sq. ft of managed assets.
Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
SBI MF buys 4% in Urban Company via bulk deals; Wellington, others pare stake
SBI Mutual Fund acquired a 4% stake in Urban Company for ₹632 crore through bulk deals, while existing investors including Wellington and DF International Partners pared holdings in the company.
Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah
Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.
Too early to see shift from equities to FDs: Federal Bank CEO KVS Manian
Speaking to CNBC-TV18 on the sidelines of the 21st India Business Leader Awards, KVS Manian, MD and CEO of Federal Bank, said it is too early to see investors moving money from equities back to fixed deposits. A Balasubramanian, MD and CEO of Aditya Birla Sun Life AMC, added that mutual fund investors continue to see healthy three- and five-year returns, helping keep inflows steady despite recent market volatility.
Want to build immense wealth? Invest in equities the way you buy gold, says Mira Asset's Swarup Mohanty
If you can transfer that ‘buy and hold’ discipline from gold to equity, you will build immense wealth, says Swarup Mohanty, CEO, Mirae Asset Global Investments.