Fund managers have been grappling with the challenge of generating alpha given the high valuations of key large-sized companies. To deal with this, in October, managers focused on a few key parameters in selecting companies. They focused on companies which failed to participate in the rally but have immense potential for strong earnings growth in the coming quarters. These companies have strong cashflows, established market share and quite favourably trading at attractive valuations in comparison with their peers.
Mutual Funds: Small, mid cap funds saw massive surge in folios in March
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