Simply Save | Why investors should avoid chasing cheap valuations over quality stocks?

However, global headwinds have led to uncertainty. The ongoing Russia-Ukraine war has pushed up prices of crude oil and other commodities. As a result, inflation has picked up, adding to the list of concerns. The last print of CPI inflation for February was at eight-month high at 6.07 percent.

If US Fed undertakes more rate hikes, it might lead to more FII selling in India and other emerging markets, and also force Reserve Bank of India to increase rates.

But, should investors look at this volatility as an opportunity to add to their equity exposure at lower valuations, or wait and watch. Axis Mutual Fund, which is known for its growth style of investing, recently launched a value fund. What makes this fund different than other value funds, and how can it complement an investor’s overall portfolio.

In today’s (April 7) episode of Simply Save Podcast, Jinesh Gopani, head-equities, Axis Mutual Fund, speaks with Moneycontrol's Jash Kriplani to take up some of the questions on investors' minds and says that they are closely watching how crude oil prices move as it can have a big influence on economy and stock markets. He talks on what investors should do with their equity investments in the current environment and the top-three sectors that he is bullish on right now.