Aequitas Investments, a small and mid-cap investor, is still finding companies in the small and midcap sector with inexpensive valuations and continues to invest in them. While there is froth in the small and mid-cap space, there are still pockets with attractive valuations. Aequitas Investment’s small-cap strategy has been the top performer in September, driven by long-term calls in sectors such as infrastructure and manufacturing. Thematic funds focused on India’s growth story are expected to do well, but it is important to enter at the right stage
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