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We are cautious on the consumer space, where we think valuations are stretched specifically with the consumer staples pack. Between the consumer staples and consumer discretionary pack, there is still some upside left on the consumer discretionary side. But we are fairly cautious on the staples pack. On the consumption basket, we continue to be cautious on the auto sector.

By picking and choosing, you can do better than the broad market now.

DSP Midcap Fund and DSP Small Cap Fund have outperformed their benchmarks and categories in the long term. Other equity schemes, including DSP Equity Opportunities, DSP Equity and DSP Tax Saver are also among the toppers in their respective categories.

Bottom-up stock picking will work in this market for the next 12 to 18 months.

Prefer large banks over insurance & NBFCs: Vinay Sharma, Nippon India AMC

We are advising our clients to invest more in banks and go bottom up in picking stocks.

Investors should understand that rating upgrades and downgrades are an integral part of credit investments. Also, the NBFC crisis is an isolated event and does not pose any systemic risk to the financial services landscape, says Nimesh Shah.

Government is quite serious about building the economy back to the next level of growth.

'We have stayed away from frothy valuations. This has helped in withstanding the severe selloff seen in 2018 in the broader markets.'

In next few months, mid and smallcaps are likely to start performing much better than the largecaps

Investing in quality companies paid off, says Jinesh Gopani, head-equities, Axis Mutual Fund

Axis Mutual Fund was the top performer in 2018, and it is topping the performance chart in 2019 also.

If largecaps have moved higher, it means from value perspective, midcaps have to catch up.

Small and midcap indices trading 22-35% lower than Jan 2018 highs, market optimism reflected in Sensex.

Mid/small cap valuations offer an opportunity to generate returns over next two-three years, says Rupesh Patel of Tata Mutual Fund.

'Invest when GDP growth is very low and take it out when it is very high is a simple way to invest. However, the problem now is that markets are not that cheap, which makes it a challenge.'

Why playing contra means value investing for Prashant Jain

We never thought we could have a TCS with a profit of Rs 35,000 crore or a Reliance with a projected profit of Rs 40.000 crore.

"As a fund house, our stock selection process is biased towards quality and growth. To the extent possible! As a style, ‘quality and growth,’ I think, tends to outperform weak markets."

"A disciplined approach to investing, with focus on 'quality up to a reasonable price', has helped us deliver a satisfactory track record."

Everybody is buying three year down the road and nobody is making investments for three months.

What is looking safe is not cheap anymore and what is looking cheap is not looking safe.

We are overweight on corporate banks, IT & pharma: V Srivatsa, UTI MF

Good opportunities have come up in the NBFC space in last one year.

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