ETMarkets Fund Manager Talk: Price is a slave of earnings, patience helps in times of volatility: Nirali Bhansali, Samco AMC
“Our fund continues to remain bullish on the financialization of savings and technology as themes and, therefore, our top holdings continue to reflect our conviction in the same sectors. We have made very minimal changes in our portfolio since inception and the entries have enabled us to have a higher exposure in consumption and auto ancillary stocks.”
