We are okay with buying companies growing at the same rate at which they were valued in terms of earnings cash flow multiples, Raunak Onkar, Head - Research, PPFAS MF, tells ET Now.
Edited excerpts:
You were bearish as a house, you were sitting on a huge amount of cash in March and April. Your strategy has worked out well. What is your market call now?
Essentially the portfolio is remaining the same since March ..