We are more positive on the consumption theme than infrastructure or investment sectors, where government decisions will make a difference.
ICICI Bank, HDFC Bank, Infosys, SBI and L&T among fund managers' preferred bets.
The MF Industry had a cash-rich 2014 as it crossed the Rs 3 trillion mark.
Automobile sector accounts for the third-highest equity mutual fund contributions.
The majority have stayed away from getting into cash handling.
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