Baer Capital overweight on pharma, FMCG

Alok Sama, Baer Capital is overweight on pharma and FMCG.

Sama told CNBC-TV18, "In our portfolio, overweight positions include pharma and FMCG. So I guess you would consider those to be fairly defensive. IT Services is the third sector where we have a large overweight. So we are significantly overweight in the, what might be considered to be the more defensive sectors."