Expert view, Oct. 22 -- Abhishek Singh, Fund Manager, DSP Mutual Fund, believes over a 7-10 year cycle, large-caps are positioned to outperform. While recent corrections have made valuations attractive but they are still not cheap. He finds value in financials, IT and utilities among key sectors. Edited excerpts:
Likely yes. Even over a 7-10 year cycle, large-caps are well-positioned to do relatively better. After a correction over a period of time, valuations are less stretched than they were a year ago, though they're still not cheap. Within the index, heavyweights such as financials look attractive. IT is reasonably valued but faces near-term concerns, while some Utilities and Oil & Gas names appear inexpensive. Net-net, roughly 55% o...
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