New Delhi, March 27 -- After months of maintaining a conservative view on equities, DSP Mutual Fund has turned bullish following the sharp market fall on 23 March 2026.

Indian markets corrected significantly amid the ongoing US-Israel-Iran war, before recovering slightly on expectations of possible de-escalation. Against this backdrop, DSP MF released a rare ad hoc note upgrading its stance on equities and recommending increased exposure-particularly in large-caps.

In an interaction with Mint, Sahil Kapoor, head-products and markets strategist, DSP Mutual Fund, explains why he believes the current setup offers a contrarian opportunity.

We recently put out an ad hoc update, which is quite rare for us. The trigger was that markets had hi...