“While it is a fact that typically large and mid-cap businesses are more resilient over small caps, the opportunity going forward will be found across the spectrum on a bottom-up basis,” said Gaurav Misra, head – equity, Mirae Asset Mutual Fund, who manages the large-cap fund. The opportunities for value creation will come from a combination of growth (and its quality), quality of business and management and the starting valuations, he added.
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