Sandeep Tandon is extremely bullish about small & mid-cap stocks & is buying in the fall
October 24, 2024
Sandeep Tandon said in his latest interview to NDTV that he is extremely bullish about small-cap stocks. However, he cautioned against high beta stocks. He suggested investors invest only in the top-quality, low-beta & liquid small and mid-cap names.
A look at the top performing Quant Small Cap Fund shows that the top stocks in the portfolio are ABFRL, HFCL, Bikaji Foods, Aegis Logistics, Sun TV, Adani Power, Poly Medicure, RBL Bank etc
Sandeep Tandon also stated that the Quant Mutual Fnd has deployed 4-5% cash to buy the fall. It will buy more aggressively if there is further meaningful fall. Market is now risk-off & so no high-beta stocks & only defensive mega caps. Market may become risk-on after US elections
