Given the stage of growth in the Indian economy, even large companies offer good growth potential, says Neelesh Surana, Fund Manager, Mirae Asset India Opportunities Fund, a largecap-oriented diversified equity fund, in an interview with ET.com Mutual Funds.
Mirae Asset India Opportunities Fund has been a consistent performer in the large cap category. It is among the top performers in 2017. What has been the strategy?
Our investment strategy is centered on participating in quality businesses up to a reasonable price, and holding the same over an extended period. 2017, while stock specific, was also broad-based unlike previous years - for example, a few erstwhile ignored sectors like commodities also did well.