This is very important. When narratives about certain stocks are negative, it gives longer time-frame to build position and if you keep patience your returns will be much better than Index.
ITC, COAL INDIA have demonstrated this. COAL INDIA is a cyclic business so an investor should slowly reduce the position size where as stocks like ITC, HUL can be kept for much longer time-frame.
Large Cap investing needs lot of patience.
Same can happen with Kotak Bank as well. There are no major negatives. Stock is not moving as Market has moved the money to other banks, but over a period, things can change, and Kotak Bank can benefit. But lot of patience is required in such stocks. If there is major financial crisis in Western World, the money will return back to the likes of Kotak Bank. An investor need to wait for such scenario which repeats after every few years.
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