00:00If we go to the mutual fund portfolio to the mutual fund portfolio, this is a crazy crazy flexi cap
00:08fund.
00:09People are trying to make multi-asset fund or flexi cap portfolio.
00:18If we have to allocate a lot of confusion in this market, we have to put a large cap, mid
00:28cap or small cap.
00:29We have to put an ideal flexi cap portfolio allocation in this market.
00:34And what themes should we include in this market?
00:37As we have told you that the food based FMCG companies will perform well.
00:44We will perform well.
00:45The e-tailers, like Swiggy Zomato, they will be able to increase their growth.
00:51And the digital ecosystem, such as Paytm or insurance, they will be able to do well.
01:01We will perform well.
01:02The mutual funds and AMCs can be good.
01:07I think these are the 3-4 stocks.
01:10The government said that you should focus on road transport and rail transport.
01:17You should focus on road transport.
01:18So, I think that the EV space and container corporations can perform well.
01:25With this, the railway stocks will be better.
01:30You will see that in the statement, there is a lot of depreciation in the rupee.
01:39So, we think that the pharma-led stocks will perform well.
01:44So, if you have your portfolio, which I have told you,
01:47I have told you, you have defense and electrical stocks, electrical infrastructure stocks.
01:55So, your portfolio will be outperforming the market.
02:04There are many sectors, sir, and many counters, which can be used to add to the portfolio.
02:11But, first of all, the need to answer your question is that
02:16if you have experts in your mind,
02:21there are 2-3 themes for long-term,
02:24which can be kept on the radar.
02:26Do not see particular counters,
02:28if we have to invest in thematic funds.
02:31In thematic, you see,
02:34power infrastructure, energy-related sectors,
02:38these are long-term,
02:40these are long-term,
02:45and environments globally.
02:47So, these sectors,
02:48and ancillary units in India,
02:50there are many of these sectors.
02:51So, they will perform well in India.
02:53So, they will perform well.
02:54The other sector,
02:55as I have told you,
02:57that the internet-based stocks,
02:59will perform well.
03:01The other sector,
03:02you can play with them,
03:07the pharma stocks,
03:08which are especially
03:09Europe-based,
03:11and the world markets,
03:15which have a lot of exposure,
03:17they will perform well.
03:19And I'll see you later.
03:19in my future.
03:20I'll see you later.
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