Over the past 18 months, fund managers faced two structural disruptions — demonetisation and GST — which posed a challenge in selecting companies. Besides, while the micros improved, a few key macro indicators — crude oil and interest rates — showed signs of deterioration. A few largecap and midcap funds sailed through these challenges and delivered more than 15 per cent returns. Buying into financials, consumption, consumer discretionary and playing themes
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