A sharp upswing in markets over a short period of time poses a challenge to fund managers as they have to discover new investment themes and ideas.
Retail investors tend to pour in more money through equity mutual fund schemes or portfolio management schemes for deployment, adding to the challenge. With the Nifty 50 moving up by 25 per cent and Nifty Midcap 50 rising by 35 per cent in a span of 6 months, stock picking becomes difficult. Midcap companies' premium to large caps is at ..
