For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.
Most large fund houses, such as HDFC MF, ICICI Prudential AMC, Reliance MF, Reliance MF, Birla SunLife MF and SBI MF, have the backing of large banks or financial institutions, giving them reach and understanding, they say.
India remains an attractive destination and the recent sell-off has made valuations attractive in the large-cap space.
Stocks of companies having operations and exports to Europe were the top losers.
They are suitable for a 3-5 year horizon. Choose equity funds for longer than 5 years
Wiping off nearly Rs 4 lakh crore of investors' wealth during the day, benchmark Sensex crashed on Friday.
Stockmarket Gurus Raamdeo Agrawal, Manish Gunwani, S Naren and Nilesh Shah discuss their favourite themes for the New Year.
But experts say downside limited, pockets of opportunities for investors
Markets have witnessed a gap down opening mirroring losses in the global equities with US markets taking a hit on worries about the health of Chinese economy.
Women have been leaving the investment decision to husbands.
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