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Despite the correction seen in the midcap and smallcap space on March 13, Upadhyaya said that Kotak Mahindra AMC has not deployed all the cash at their disposal.
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The anticipated expansion in capex also presents an opportune moment for investors eyeing long-term commitments, Upadhyaya says,
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March quarter earnings until now have been broadly in line with expectations.
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"In case of a correction, investors should focus on sectors/ themes which are likely to have reasonable steadiness on earnings front."
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The valuations in the market have remained at higher levels compared to the historical range and could result in higher volatility if there is any unforeseen negative development, said Harsha Upadhyaya of Kotak Mahindra AMC.
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Inflation may induce market volatility, but it is unlikely to change the earnings growth trajectory, says CIO-Equity, Kotak MF
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Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund said they expect volume growth
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We are focusing on companies with (a) low leverage (b) strong balance sheets and cash position (c) low/ flexible fixed cost structures and (d) good quality management and governance.
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Remain positive on sectors such as private sector banks, capital goods, engineering, cement and gas utilities. We have also increased our exposure to Chemicals space.
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Any spate of volatility is good for any long-term investments, said Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund.
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Upadhyaya feels monsoon progress until now has been above-normal despite some softening recently, which augurs well for many rural oriented businesses.
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However, Kotak MF remains constructive on markets and corrections are likely to remain short-lived, said CIO Harsha Upadhyaya,
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In an interview to CNBC-TV18 Harsha Upadhyaya, CIO-Equities at Kotak Mutual Fund shared his reading and outlook on the market. He also spoke about the new banking regulation ordinance that the government has notified to resolve non-performing asset (NPA) issues.
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I believe cement can be one of the best sectors in the next 12 months, said Harsha Upadhyaya, CIO Equity, Kotak MF.
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Harsha Upadhyaya of Kotak Mutual Fund is upbeat on the market and asserted that the fund house stayed invested in it despite DII selling. He believes earnings growth have improved and will continue the trend in March as well.
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Indian market galloped to fresh record highs earlier this week after BJP managed to clinch a majority in state election results especially Uttar Pradesh. A clean sweep would ensure a smooth transition of policy reforms of the government.
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Domestic liquidity is unlikely to dry up any time soon and that could limit market downside, says Harsha Upadhyaya, CIO Equity at Kotak Mutual Fund.
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Kotak Mutual Fund is bullish on automobiles, cement and oil & gas companies, the fund‘s Chief Investment Officer-Equity, Harsha Upadhyaya told Moneycontrol.
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Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund says its best to avoid any activity in the Tata stocks for now. Investors should reconsider their position in the stocks only if the Tata-Mistry conflict lingers on for very long.
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Speaking to CNBC-TV18 Harsha Upadhyaya of Kotak Mutual Fund said that issues in the IT sector won‘t go away soon. “Overall the sector is under pressure; growth and pricing are under pressure. We believe structural issues need to be addressed.â€
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In an interview with CNBC-TV18, Harsha Upadhyaya of Kotak Mutual Fund said that investors looking to put money into equity should be ready to withstand intermittent volatility.
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With good monsoon, focus is now more on domestic oriented businesses than exports, says Harsha Upadhyaya of Kotak Mutual Fund. The fund house has increased its exposure to rural plays in last 3-4 months, he adds.
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Watch Investor Camp, Ahmedabad where Harsha Upadhyaya, CIO-Equity at Kotak MF and Prakash Diwan of prakashdiwan.in spoke about markets and discussed if it is the right time to enter the market.
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An accelerating earnings momentum, which could translate into profit growth of about 14-17 percent in fiscal year 2017, means fund managers are betting on the domestic sector to provide them portfolio gains.
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There will be global hiccups but one should use this volatility to build equity allocation from a long-term perspective, says Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund,
_356X200_2932_356.jpg?impolicy=website&width=135&height=80 "Brexit a chance to buy; like rural theme, cement: Kotak MF")
