Trideep Bhattacharya, CIO-Equities at Edelweiss MF, discusses the importance of having a balanced mix of large, mid, and small-cap funds in flexi cap portfolios. He emphasizes the potential of NBFCs, insurance, capital markets, and private banks within financial services. Bhattacharya also highlights midcap opportunities in consumer durables, power themes, and IT services.
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