360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming largecaps, remaining bullish on manufacturing, renewables, defence and AI-linked infrastructure through a disciplined bottom-up investment strategy.
360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming largecaps, remaining bullish on manufacturing, renewables, defence and AI-linked infrastructure through a disciplined bottom-up investment strategy.
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