What is the nature of money that is coming in? Are people beginning to question now that markets are already at 9600-9700? Do they want to pause? Are you seeing a bit of juggle happen between your multicap funds and your large cap funds? What is the flavour right now?
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via 3 sectors to outperform and 2 to underperform in 3-5 years: Mahesh Patil, Birla Sun Life MF
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