Active fund managers have either increased their exposure to or taken fresh positions in equities in these sub-sectors.
FMCG, manufacturing, infrastructure, power, banks, housing and agriculture are the few sectors likely to benefit from the announcement made in the Union Budget 2024. Active fund managers hold significant allocations in these sectors
Fund managers look for sectors with healthy growth potential and consistent profitability. These are the top sub-sectors wherein the fund managers have increased exposure significantly in these sectors over the last three months
Fund managers of actively managed mutual funds have increased exposure significantly in these sectors over the last three months
Business Cycle Funds identify sectors that are undergoing a business upcycle or that are expected to and then add stocks within those sectors that stand to benefit
Banking is the sector on top of the list of mutual fund holdings. But allocation to pharmaceuticals have gone down, despite being one of is top most sectors