For raising alpha in medium term, go contra in OMCs, pharma and private corporate banks, advises Mahesh Patil, Co-CIO, Aditya Birla Sun Life Mutual Fund. Talking to ET Now, Patil says a bottom-up and stock-specific approach is needed to make the bets work.
Edited excerpts:
The political risk which we were worried about for the Karnataka elections seems to be reducing because it is promising some kind of continuity. As a money m ..
