Moneycontrol
HomeNewsBusinessMarketsAditya Birla Sun Life MF CIO Mahesh Patil’s 2025 game plan: Stock-specific, quality-centric strategy; optimistic but cautious about 2025
Trending Topics
Sensex Today
RBI MPC Live
Petronet LNG Shares
Vodafone Idea Shares
Bharat Dynamics Shares

Aditya Birla Sun Life MF CIO Mahesh Patil’s 2025 game plan: Stock-specific, quality-centric strategy; optimistic but cautious about 2025

Anishaa Kumar   •

Equity markets are likely to experience consolidation, with normalised earnings growth at 12-13 percent. Volatility may arise from global factors, including currency movements and liquidity impacts, he suggest.

We are cautious about sectors like defence PSUs, industrial capital goods, and real estate due to their strong rallies. FMCG, which underperformed recently, might become attractive in the next 3-6 months as consumption recovers.

To read the full story,

Subscribe to Moneycontrol PRO
  • Ad-free Experience
  • Access Exclusive Stories
  • Weekly Investment Ideas
  • Daily Technical Calls

Are you a PRO subscriber? Sign In

What Do You Get

  • Ad free Experience

    Seamless navigation, faster responses.

  • Expert Perspective

    Explore 230+ exclusive editorials every month

  • +

    Uncover Insights from World-Renowned Experts and Journalists

  • Actionable Insights

    40+ weekly investment ideas + 3 to 4 daily technical calls

  • Virtual Events

    Exclusive Live Webinars for Expert Trading & Investment Strategies!

  • Newsletters

    Stay ahead with daily and weekly insights

View Offers

Unlock exclusive discounts