Mutual fund managers are tilting toward India’s growth engines—electronics, IT/digital, organized retail, and infrastructure. Here’s what four picks reveal about sector bets and why they matter in 2025. [1]
• Motilal Oswal Midcap Fund — Top holdings: Dixon Technologies, Coforge, Trent, Kalyan Jewellers, Paytm, Persistent Systems, Polycab, KEI Industries. Why now? Leaders across electronics manufacturing, IT/digital, retail, and infra are riding strong government and market tailwinds. [1]
• ICICI Prudential Infrastructure Fund — Top holdings: Larsen & Toubro, NTPC, Adani Ports, Reliance Industries, NCC, Vedanta. The theme: infrastructure and energy giants set to benefit from capex, urbanization, energy transition and improving logistics. [1]
• Bandhan Small Cap Fund — Top holdings: Sobha, South Indian Bank, REC, LT Foods, Info Edge, Yatharth Hospital, PCBL, Apar Industries. Why it matters: real estate, digital platforms (Naukri), specialty chemicals, food brands, healthcare, and innovative manufacturing. [1]
• Quant Small Cap Fund — Top holdings: Reliance, Jio Financial, RBL Bank, Aegis Logistics, Bikaji Foods, Poly Medicure, Adani Power, Aster DM Healthcare. Focus: leaders in digital, energy, logistics, consumer, and finance for India’s next decade. [1]
Short-term ideas (post- Diwali season chatter) round out the mix with capital-preservation or tactical plays:
• FD (Fixed Deposit) — cited as a low-to-moderate risk parking option. [2] • Gold ETF / Gold and Silver ETF — safe havens with near-term potential after festival-season dynamics. [2] • Ultra short debt funds — can offer ~7-8% returns with relatively quick liquidity. [2] • Liquid MF — flexible access, sometimes with instant withdrawal features. [2] • Arbitrage funds — safer, liquidity-leaning with potentially better yields. [2] • Corporate bonds — harder to source for 6 months; returns may lag gold/silver in the near term. [2] • Wint / Stable bonds — sell-anytime features add liquidity. [2]
Closing thought: if you’re scouting sector bets, these funds map where Indian mutual managers are plowing capital as growth accelerates. [1][2]
References
Mutual fund advice
Posts mutual fund picks with top holdings and rationale, highlighting future growth across Indian electronics, IT, retail, infra sectors.
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Discusses short-term investment options in India: liquid/ultra-short funds, gold ETFs, arbitrage, corporate bonds, and blue-chip stocks
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